With over 13 years in wealth management, I specialise in advising senior executives and professionals from Big 4 firms and related businesses. I create tailored financial plans that align with my clients' goals, focusing onefficient tax planning and solid investment strategies. My approach simplifies their financial decisions, allowing them to focus on what they enjoy most.
I prioritise simplicity and clarity, building long-term relationships with clients’ families and with that in mind many of my new clients come through referrals from existing ones.
For me, the most rewarding part of my job is getting to know my clients' unique stories and witnessing their financial success during life's big moments.
Outside of work, I enjoy spending time in the Cheshire countryside with my wife Lucy and young daughter Aurora. Sport and exercise are important to me, as is travel and exploring new cuisines & cultures.
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.