Prior to joining the wealth management industry, I spent 5 years trading. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, this, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Outside of my business, I am a keen golfer, partial to hitting the odd tennis ball, shooting and horse riding.

Charity is very important to me. I recently cycled from Paris to Rome in 8 days, cycling 120 miles a day, fuelled by almonds. The end result was over £5,000 raised for Cancer Research. I wish to further my efforts going forward.

In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified as a trusts* and estate planning Partner. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

*Trusts are not regulated by the Financial Conduct Authority.