Financial advice is for everyone. My passion is bringing this to life by helping individuals and businesses to achieve their financial goals. I believe in working together with you to provide a holistic, goals-based approach to financial planning that is built on trust and ethics. This gives your money purpose and meaning.
My emphasis is on maintaining a long-term relationship with my clients and to provide trusted advice for them and their families as their financial needs evolve over the years. This allows clients to enjoy their money and successfully pass it on to loved ones when the time comes. I work closely with local families, farms, rural professionals and local businesses; advising on saving and investment planning, retirement, estate planning and specialist insurance.
I have been awarded Chartered MCSI status, and I am currently working towards becoming a CFP™ practitioner; the globally recognised gold standard for financial advisers. Outside of work you'll find me in my wellies, be that walking the dog, enjoying country pursuits or spending valuable time at home with my wife, Fay.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.