I have worked in the financial services industry for over 30 years and during this time I have undertaken a significant number of qualifications, including The Chartered Institute of Banker’s Financial Planning Diploma. Continued professional development ensures I maintain a high standard of knowledge.
Prior to working with St. James’s Place Wealth Management, I had a successful career at Barclays Bank providing wealth management advice to clients in Cheshire and Merseyside. 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 in specific specialist areas.
My expertise covers the broad spectrum of financial planning and includes advice in the following areas:
- Investment Planning
- Pension Planning
- Inheritance Tax
- Long Term Care
My focus is on maintaining long-term trusted relationships with my clients. I believe in treating my clients exactly as I would want myself, my friends or my family to be treated. This means building a strong relationship based on trust and really understanding what matters to them. I can then proceed by placing my clients in an informed position and allowing them to make the best decisions for themselves from a position of strength.