My career started with five years as a solicitor in Canada, before I moved to the UK to work as an investment banker in the City for seven years. Following a number of years as an entrepreneur, I joined a wealth management business consultancy for four years before becoming a Principal at a Partner Practice of St. James's Place Wealth Management.
Working with private clients is the ideal way for me to combine my extensive professional experience with my love of working with individuals to help simplify and improve their lives. I am highly empathetic and a good listener, both of which are also key to gaining a deep understanding of personal financial affairs.
My professional experience and qualifications, as well as the resources available from St. James’s Place, mean that I am an ideal source of advice on all areas of financial planning and wealth management.
Whether you are reading this because you are a personal referral, or for some other reason, I would welcome the opportunity to discuss how I can help you. Please contact me to find out.