I operate from my home office in Southampton, covering the whole of the South Coast of England, including the Isle of Wight. I also work extensively in the City and intend to establish a successful practice whereby the majority of my new clients are introduced to me by my satisfied existing ones.
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.
In line with my professional background, I have focused on developing specialist knowledge of estate planning. As a Partner Practice 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.
In my spare time I enjoy cycling, I also love cooking especially baking and trying my hand at different recipes to try and improve them.
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.