Effectively managing your finances can be time-consuming and complex. Constant changes to legislation and the regular introduction of new products and services means that making the right decisions at the right time can be a challenge – yet they are critical. That’s where I can help; I can work with you to create a sound financial plan that will give you real peace of mind.
Prior to being invited to become an Associate Partner Practice of St. James's Place Wealth Management, I enjoyed a long and successful career in the Oil and Gas industry, my most recent tenure being with BG Group. I have held senior level responsibilities across a range of functional disciplines including commercial, business development and corporate affairs, both in the UK and overseas.
I am committed to utilising these strengths as well as my expertise in the areas of wealth management and financial planning for the benefit of my clients. An MBA with specialisation in Finance, combined with relevant accreditations and qualifications (including DipPFS) in regulated financial planning provides me with added tools to deliver a high value service to my clients. Instead of product selling, my primary goal is problem solving – and that is the ethos with which I approach each of my client’s needs.
At the heart of the services offered by me is the strong belief that clients need to be kept informed of emerging issues or legislation and how this may impact their financial well being. As such I can provide my clients with access to a range of newsletters, including a weekly Monday Market Bulletin and a quarterly magazine, The Investor.