About me

I have worked in Banking and Financial Services since leaving university in 1989 and have a breadth of knowledge and experience. I am committed to my continual professional development and as a Chartered Financial Planner, am able to offer rounded, professional and technically sound advice. My expertise covers the broad spectrum of financial planning and will help you to:

  • Grow and preserve your wealth for long-term financial security;
  • Protect your financial assets from potential threats;
  • Manage your capital and borrowings, mitigating tax wherever possible.

I believe that regular communication is key to keeping you informed of issues that may affect your financial well-being. With this in mind, I distribute a range of newsletters to my clients, including a weekly Market Bulletin.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.