Prior to joining St. James's Place Wealth Management , I have had a very successful career of some 28 years working in retail banking and financial services with Lloyds Bank and the Halifax, representing these companies by running their various businesses in South East England and London.
During this time I have achieved many accolades and awards and amassed a wealth of experience in various personal and business financial and banking services. My proudest achievement however is the reputation I have built as a trusted, professional adviser of high integrity who has the ability to explain potentially complex financial products in an easy to understand style.
Along the way, I have also achieved a high level of industry based qualifications, including the diploma of the Personal Finance Society.
By accepting the invitation to join St. James's Place Wealth Management, I have been able to increase my ability to achieve my clients’ goals by offering a wide range of wealth management services of outstanding quality without sacrificing the personal touch.
My aim is to provide you with security now, prosperity in the future and the highest standards of satisfaction in all your dealings with me. I promise to deal with you courteously, professionally and fairly at all times.
I look forward to welcoming you as one of my clients.