In 2013, I became an Associate Partner Practice of St. James's Place and qualified with a Diploma in Regulated Financial Planning. My particular areas of expertise include tax, pension, investment and protection planning.
Prior to this I obtained a Masters degree in Civil Engineering and a Masters degree in International Securities, Investment and Banking, I completed a successful ten-year career as an interest rate futures trader in the City of London.
I now live in Bath with my wife and family. I enjoy racquet sports and socialising with friends and family.
By removing the complexity and uncertainty in financial planning, we aim to help you make the most suitable and informed decisions concerning your finances. We look to make a positive difference to your financial circumstances.
We provide personal, face-to-face financial planning advice, based on core values of service excellence and integrity. We aim to make a positive difference to our clients' financial circumstances by helping them:
Planning a secure future for yourself and your family is one of the most important responsibilities you will face in life.
Whether you have something requiring immediate attention, or you want to develop an effective plan for the longer term, our job is to eliminate financial doubts and anxieties. As your circumstances change over time, we will be with you to advise you on your various choices and the impact of those choices.
We look to build a long, trusted and respected relationship with every one of our clients, tailoring our advice to your personal situation.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 23/03/2023
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.