My career in the financial services industry began in 1986 working for a corporate bank within the London Stock Exchange. From 1997 to June 2011, I was an adviser/director of an independent financial adviser company in Colchester. In 2011, I was delighted to accept an invitation to become a Partner Practice of St. James’s Place Wealth Management.
I take great pride in providing an invaluable service to my clients that addresses the ever-changing environment and their changing needs. It becomes of utmost importance that bespoke advice is provided for clients to achieve their goals and, more importantly, that these plans are regularly reviewed to ensure that they remain current and accurate.
Based in the City of London and in Essex, I provide wealth management advice to clients predominately in the South East of the country.
I work closely with professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available.
Due to my strong client focus and their personal needs, I build my clientele solely on referrals, both from my private clients and from other long-standing professional relationships.