I have been involved in the financial services industry for the last 17 years, having spent time with two High Street Banks, Barclays and HSBC Bank in London and offshore in Jersey.
Whilst working within the finance sector, I have been able to gain much experience by helping many individuals, families and businesses achieve their financial objectives & goals now and for the future.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I am a keen sportsman, playing football for Wells City and recently sponsoring The City of Wells Bowls club.
Charity is also important to me, I have recently completed the Virgin London Marathon for the Guide Dogs for the Blind Association and the Prudential 100 Ride London for the Alzheimer’s Society.
We provide financial advice to clients across the country in particularly the South West of England.
Our service is grounded in the highest professional standards and we recognise that each of our clients are unique and as such deserve a bespoke service, tailored to their own financial needs and future aspirations.
Brilliant Financial Adviser - very helpful, responds to all e mails within hours (even at weekends!), knows his stuff and will go that extra mile. Fully recommend him and his services.
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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.