My whole working career has been within the financial services sector. I had a successful career with one of the leading high street banks for 20 years which took me all over Medway, Maidstone, Tunbridge Wells and the South East. I gained experience and qualifications including CeMap, CF8 and DipPFS.
In 2010 I recognised I could provide my clients with a better service and the best possible advice by setting up my own business, becoming a Senior Partner Practice of St. James's Place Wealth Management, as part of the process.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
St. James's Place allows me to apportion my time in line with my clients’ needs rather than within a prescribed timetable. Now I focus on developing lifelong relationships with clients and their families, helping them to secure their financial futures through the advice and financial planning I can give them. Regular reviews, convenient appointments and keeping my clients updated with the latest news and information relevant to them is all part of my service.
I have built up a wealth of expertise and experience over many years and pride myself on providing the very finest personal service to my clients. I strongly believe in building long term, trusted relationships with my clients who regularly recommend my services to their friends and relatives. Please see my testimonials.