My philosophy is simple; to provide a highly personalised service with the aim of “earning the right” to be considered your trusted financial adviser.

With approaching 40 years of financial planning experience, including 11 years as Principal of my own IFA business, I accepted an invitation to join the St. James’s Place Partnership in 2003, subsequently merging with Oakway in 2020.

I graduated through the Chartered Insurance Institute (CII) and was awarded the title Chartered Financial Planner in 1996. I often work with other specialists to implement tailored wealth management solutions based on client’s individual needs and requirements.

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