I have been in the financial services industry for over 17 years and specialise in the provision of tailored, face-to-face financial advice to individuals, trustees and businesses. My relationship based advice means that I am committed to helping my clients manage their wealth in a way that reflects their personal circumstances and I pride myself on offering a client-focused business.
I come from a background in banking and have achieved my financial qualifications and diploma in financial advice, proving my commitment to expert education within finance. I joined St. James’s Place Wealth Management in 2013 and incorporated the business as Cathedral Wealth Management in 2014 and was delighted to be announced as the winner of the Start Up award at the Observer & Gazette’s Business Awards that year.
Since being invited to join St. James’s Place Wealth Management I have been able to offer my clients the added extras that come with being part of one of the UK’s leading wealth management companies. I service my clients on a high level by incorporating investments, pensions and specialist insurances into my advice, providing a holistic, bespoke service that can be tailored to suit changes in priorities and circumstances.
Outside of work I enjoy spending time with my wife, Emma, and our three sons and am very active in the local community. I am also committed to local charities, including the St. James’s Place Charitable Foundation, and sponsor and partake in a variety of events throughout the year to help raise funding.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.