A Chartered Member of the Chartered Institute for Securities and Investment (CISI), Certificated Member of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS), and an Accredited Member of the Society of Later Life Advisers (SOLLA).

I have been advising individuals and businesses for over 25 years. I spent over twelve years as an Independent Financial Adviser and still consider the move to join St. James's Place (SJP) in 2010, as the most progressive and important decision so far. The St. James's Place approach to investment management is, in my mind, the most powerful and robust selection process I have ever come across.

With The SJP Investment Management expertise and scale combined with my wide experience of helping clients and their families navigate their way through the financial aspects of life, I really do believe I can make a difference to all of you.  We often have two or even three generations of the same family as clients so we really do plan for the long term.

From FinTech start ups, to long established businesses I have extensive experience in different remuneration packages and exit strategies*.

When I am away from the office I have a busy family life with two boys in higher education and my daughter starting her career with the NHS having completed the Graduate Management Scheme there. 

I have a passion for cooking and most country pursuits including gardening and any spare time (never enough) will find me on or in the water trying to master a wind based water sport. 

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.

*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.