After starting my career in consumer technology marketing, I joined St. James's Place in 2007 and have spent nearly two decades advising clients through every stage of their financial journey. I specialise in helping individuals and families build long term financial security through clear, jargon free guidance and a genuinely personal, one to one approach. My advice is shaped by real world understanding, recognising both the practical and emotional sides of money, and a commitment to supporting clients with clarity, confidence, and continuity over the long term.

I offer guidance on:

·      Preserving and building your wealth

·      Helping you with retirement planning.

·      Limiting your finances against risk.

·      Reducing Inheritance Tax liabilities and estate planning.