I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.
I offer a personal wealth management service, I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Build or preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
I have over 20 years of financial services experience predominantly working in The City as a stockbroker for the likes of Morgan Stanley and JP Morgan before joining St. James’s Place.
My breadth of service incorporates both professionals and businesses alike with an emphasis on protecting wealth, retirement planning and our investment management approach.
At the core of my service is regular contact with my clients be it through financial reviews or providing relevant market information and product specific details. I achieve this by publishing a weekly bulletin and quarterly magazine amongst other things.
Away from advising clients I enjoy cooking and am a keen sports fan. I have played hockey for 25 years and whilst the mind is still sharp the body is a little less willing these days. I also have the misfortune of following the England cricket team closely but the pleasure of seeing our rugby thrive under an Australian coach.