Prior to working with St. James's Place, I had a successful career at Barclays Bank providing wealth management advice to clients across Wirral, Liverpool & Cheshire. I have always worked closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available.

I have many years of experience in providing Financial Advice and take pride in looking after my clients. I provide wealth management and financial planning services to individuals, families and businesses. I seek to minimise exposure to taxation, preserve and build wealth and plan for future generations by prudent investment management and financial planning. I always put the interests of my clients first and I offer a no obligation initial consultation and meeting.