My core beliefs are to provide quality advice and excellent personal service. I am passionate about client service and the development of long term relationships based on mutual trust, discretion and respect.

As a Partner Practice of St. James's Place, I am qualified to diploma level and have been in financial service since 1989. I specialise in advice in all forms of Investment Planning, Inheritance Tax Planning and Pension Planning. In conjunction with other Partners, I can advise on the whole range of the St. James's Place Wealth Management Group's services.

Holding the relevant qualifications, certificates, diplomas and licences, I can advise on the simplest schemes to the most complex.

You will always receive a friendly, courteous and responsive service.

• I will act with integrity, honesty and openness in everything I do for and with you.
• I will absolutely respect the confidentiality of your working relationship
• I will expect to develop a long-term partnership with you, to help you to achieve your stated goals in the timeframes you require.
• I will meet the deadlines set.
• My experience has taught me that, in the vast majority of cases, a face-to-face meeting is the ideal forum for beginning the advice process. Such a meeting can be arranged anywhere – in our Solihull Office, your home, or another convenient location.

I firmly believe that the distinctive investment process adopted by St. James's Place has added a very important dimension to the service that I am able to deliver to my clients. It allows the freedom for St. James's Place to select first-class managers from the global investment market to manage funds on behalf of clients. These fund managers are constantly monitored by the St. James's Place Investment Committee. This is of particular importance given the pace of economic change we are now experiencing.

Many clients have been with me for more than 30+ years, with some lifelong friendships made along the way.

I have an active lifestyle away from the office including regularly attending the gym and playing tennis. I’m an active member of Knowle & Dorridge Racquets Club. https://www.kdrc.info/ [kdrc.info]

I enjoy spending time with his family at the weekend and catching my breath!!

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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.