I specialise in providing personalised wealth management to individuals and businesses. I hold the CISI Investment Advice Diploma and the CISI Masters in Wealth Management. I moved into wealth management after undertaking a Bachelor of Law and I am now a Chartered Wealth Manager.
I have had a huge variety of experience managing the wealth of individuals, families, entrepreneurs and executives. I have worked as a private client investment manager and subsequently for one of the largest international Swiss banks. Due to my background, I enjoy an enviable reputation for being able to communicate complex financial issues in a clear and understandable fashion.
It is my firm belief that St. James's Place offers the best wealth management services available in the UK today. Their distinctive approach combined with my qualifications and experience have provided a compelling reason for many of my clients to establish long term and trusted relationships with me as an individual and naturally with St. James's Place itself.
I am based in Bristol and have clients all around Southern England, whilst spending ample time in London. I spend my weekends with family and friends.
It is important to me to continually support the St James’s Place Charitable Foundation. I have a personal interest in supporting Macmillan.