As a financial adviser, my goal has always been clear, and that is to provide honest and sincere Financial Advice to my clients by combining decades of experience in Financial Planning and a straightforward approach. My clients tell me they find me refreshingly candid, knowing they are getting transparent and solid advice and expertise.

I have 35 years of experience in Financial Services, mainly as an appointed Representative, and I commenced my career in 1990, gaining experience with a number of companies and I started out at Mildon & Co who became Laurentian Life, TSB, Royal Life who became Royal Sun Alliance, Sun Life Financial of Canada, J. Rothschild Assurance who became St. James’s Place, Intrinsic who became Quilters and then St. James’s Place Wealth Management where I spent a total of 17 years as a partner practice prior to becoming an IFA.

With a wealth of financial experience from across multiple providers, I ran my own successful Partner Practice with J. Rothschild Assurance, who then became St. James’s Place. However, after a short, but potentially serious illness, I decided to sell my practice to Crown Wealth Consultants, another St. James’s Place Practice, to move towards slowing down. This was planned to allow me to focus my time and energy on giving a select portfolio of clients a bespoke and tailored service.

After a period of reflection (and rest!) and taking into account the regulatory changes within the financial service industry, I felt I wasn’t ready to slow down or retire just yet, and I decided that I wanted to once again build up a new practice concentrating on high level servicing, but this time as an Independent financial adviser.

My long years of service at St. James’s Place came to an end in May 2024.

Moving forward, I believe that planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take and I dedicate my time to working closely with clients, building a relationship based on trust and an in-depth understanding of their personal finances.

Therefore, I pride myself on building relationships based on the core values of experience, excellence of service and integrity.