I previously worked within the Investment Division at SJP head office before becoming an adviser in 2024. I chose to work in Financial Services over 18 years’ ago because I’ve always been fascinated with investment markets and how to build wealth. It’s well documented that happiness is linked to your ability to be in the present; therefore, my aim is to give you back time and put your mind at rest about the financial future ahead of you. It’s about finding that balance between enjoying the here and now yet recognising the odds of achieving your goals are far greater when a plan is in place.
Every plan I create is built on a detailed cashflow model, a powerful tool that helps visualise your financial journey, track progress, and adapt when life changes unexpectedly. Outside of my role as an Adviser, I’m a very proud dad and husband as well as a keen golfer, though my enthusiasm currently outpaces my handicap! Weekends usually involve dog walks, coffee shops and cramming in the odd bit of football on TV… when I’m allowed the remote.
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.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.