About Us

I began my career in Financial Services in 1990 with General Portfolio before becoming an Independant Financial Adviser in 2000, and then joining St. James's Place as a Partner in July 2012. 

The business has grown steadily year in year out, primarily focusing on referrals from existing clients, as we feel this is the best way of organically growing the business and a clear indicator of the trust, service and experienced advice that is valued by our clients. 

Based in Solihull, I provide wealth management advice to clients both within the City, and more widely throughout the United Kingdom. As a wealth management business, we prodiminenetly focus on retirement planning and investment advice, always taking a holistic approach to our clients financial planning needs.