I’ve been in financial services for over 20 years and have always taken a keen interest in entrepreneurs and financial markets. I really enjoy connecting people and see that as one of my key strengths and one which has proved to be a valuable asset when building client relationships.
I am known for taking a long-term approach to building relationships – as Warren Buffet said, “it takes years to build relationships and 5 minutes to lose them”. I pride myself on giving comprehensive advice and helping my clients achieve their financial goals – from helping them to buy a home, to provide for their children, to preserve their wealth for them and for their beneficiaries in a tax efficient manner.
I give financial planning advice and support to wealthy individuals and entrepreneurs at all stages of their businesses. As a representative of St. James's Place Wealth Management, I have the resources and expertise of one of the largest wealth management firms in the U.K. along with the ability to build my own business as a self employed person. This enables me to build genuinely long-term relationships with my clients.
In my spare time, I’m a keen golfer (although my wife isn’t so keen!) and when I’m not working, I’m generally spending time with my wife and young daughter, spending time with friends or in the gym.