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.

Whilst my practice deals with all aspects of finance and wealth management, I have continued to build my specialist areas of Trust* and Estate Planning, together with Investment Planning. As well as my portfolio of personal clients, I enjoy working with a number of corporate clients who appreciate the benefit and importance of regular, goal-focused financial planning. We also deal with the increasingly complex field of retirement planning; residential and access to commercial mortgages*, project and structured finance.

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.

Your home and other property may be repossessed if you do not keep up repayments on your mortgage.

*Trusts and commercial mortgages are not regulated by the Financial Conduct Authority.