As Principal of an Associate Partner Practice of St. James’s Place Wealth Management, I provide an empathetic approach to lifestyle financial planning for individuals and businesses across the UK.

My style of financial planning is a conversation focused on each clients lifestyle in a warm and jargon free environment, we will have an initial discovery meeting to explore what is important to you today, your current circumstance and your future ideals.

Now, that could be your dream holiday or dream purchase or ensuring you have a comfortable retirement, which as you can appreciate is a huge focus given people are living longer in the retirement years. ​

Together we will agree a course of action that aligns to your priorities and provide you with peace of mind.