I am an Associate Partner of St. James’s Place Wealth Management and have more than 14 years of experience in the finance industry. I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients.
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. Not only do I meet my clients regularly, they are also invited to visit me at my offices at Edgbaston Hall, home to Edgbaston Golf Club and come along to client events.
With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so that they can achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
I am passionate about the St. James’s Place Charitable Foundation, having committed to the post of Foundation Representative, where I have raised awareness and therefore financial support for good causes both on a local and national level. Read more about the St. James’s Place Foundation