Prior to joining St. James's Place Wealth Management over 10 years ago, I spent 18 years working for Barclays Bank PLC, the later part of this as a Premier Manager. As a consequence, I have worked in the personal and corporate sector and have therefore now established many long standing working relationships that have given me a great deal of insight and understanding that I now utilise in my own practice at St. James's Place.
I am committed to ensuring that my industry knowledge and technical expertise remains relevant and current and at the leading edge, therefore I invest regularly in professional and personal development. The industry is now so sophisticated that top class customer service and relationship skills are absolutely necessary to ensure safe compliance. I pride myself on delivering a well-rounded, professional service built on these solid principles.
This same dedication and attention to detail is reflected in all that I do within my Practice; this includes trusts*, estate planning, investment planning, inheritance tax planning and retirement strategies.
Outside of work I lead an active family role with Paul and two sons Alfie and Oscar. Balancing family and work life has been one of my major achievements of recent years. A happy family and successful wealth management practice are strong foundations to build a future on. A future that I hope you will be part of.
*Trusts are not regulated by the Financial Conduct Authority