As a Member of the St. James's Place Partnership, we have access to a number of key individuals within the St. James's Place Wealth Management Group, including those on this page, who play an important role in providing support to my business.
I live in Billericay and enjoy walking, playing golf and spending time with family. I began my career as a Financial Adviser in 1995 working with Barclays Bank Plc and progressed to Senior Financial Adviser with them, one of the UK’s largest companies during which time I rose to become a highly respected Consultant.
I have been part of St. James's Place Wealth Management partnerships for more than 5 years and in July 2016 I completed my St. James’s Place Paraplanner accreditation and I’m currently working towards attaining a Diploma for Financial Advisers with the Institute of Financial Services.
I am responsible for the research and analysis of our clients’ investments and pensions, making sure our detailed reports are prepared ready for our Wealth Managers when presenting recommendations to their clients. I am also responsible for advising our Wealth Managers on the technicalities of their advice.
