My aim is to help you discover the financial security, confidence and freedom that financial wellbeing brings. Security and confidence in knowing that your hard-earned money is being looked after by a trusted adviser with the backing of a FTSE 100 company. Freedom to do the things that are important to  you and your family, and to embrace your future without compromising today. I work with my clients to help them discover what is important to them because, after all, the only goal that matters is your own, and even more so when it comes to money.

How we do this:

• I provide expert, empathetic and tailored face-to-face advice.
• I will work with you to understand your goals and develop a financial plan to help achieve them.
• I set up high-quality solutions to support your plan – from investments and tax planning to protection and retirement planning, including aspects of business exits.
• My solutions provide direct access to some of the top fund management teams across the globe through the St. James's Place distinctive approach to investment management.

I try to keep things simple but always personal. I chose the dragonfly as an image to complement my brand being a symbol of growth, self-awareness, new beginnings, perspectives and change. My favourite meaning is as a reminder to live life to the fullest. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.