I've worked in wealth management for over 35 years with experience in both the UK and Jersey, from Wealth Adviser to Director level. My aim is to be a 'financial friend' helping understand clients’ circumstances and objectives and then guiding them through the options to help them achieve their goals.
In my spare time I enjoy sport and I am an active playing member of Okehampton golf club. As well as spending time in the countryside with my family, which includes Buster our Chocolate Labrador!
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.