I began my career promoting products and services to financial advisers and spent several years in the City, specialising in both individual and corporate pensions.

This led to various roles in sales management and I became responsible for distributing tax efficient onshore and offshore investment planning vehicles to advisers across the South East.

I then joined a national firm of Pension Consultants where I delivered sophisticated pension solutions to high net worth clients both pre and post retirement.

After a number of successful years I was invited to join St. James's Place to develop my own advisory practice covering all areas of financial planning and this has allowed my clients to fully benefit from my diverse expertise.

My experience is also complemented professionally by having completed the CII’s Advanced Financial Planning Certificate which allows me to advise in the more complex areas of pension and trust/taxation planning and proudly trade as a Chartered Financial Planner, which is considered a gold standard for UK financial planners.

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.

Trusts are not regulated by the Financial Conduct Authority.