I have been in the personal financial services sector for nearly twenty years, joining St. James’s Place Wealth Management in 2004.
I have developed an extensive knowledge base, having gained by qualification the Diploma in Financial Planning with the Personal Finance Society (PFS), and I am working towards the Advanced Diploma.
Providing the very finest service to my clients, I meet the financial needs of those who require help planning for retirement, are about to retire, or who have already done so. I also concentrate on clients overall liability to Inheritance Tax.
I live in Saltford near Bristol with my wife Emma and my two young daughters Millie and Grace. As a business owner I fully understand the pressures of modern life and I am committed to providing trusted and professional advice for you and your family, now and into the future.