Achieving financial security means different things to different people. Helping my clients to reach their individual financial goals by creating bespoke plans and solutions and reviewing these regularly is my main area of expertise.
I have spent over 16 years in the financial services industry and in that time have built up an array of skills, knowledge and experience. I worked as a highly effective Wealth Management Adviser for the Lloyds Banking Group Wealth Team in South Wales before accepting the invitation in 2012 to set up my own Wealth Management Practice as a Partner Practice of the prestigious St. James's Place Wealth Management.
In recent years my Practice has grown and I have been very proud to have both Rhys Hughes and Steven Johns join my Practice as Advisers.
As a Practice, we are committed to building long-term, high-trust relationships and delivering advice and service of the highest standards to our clients.
Because of our strong client focus, we build our business solely on introductions, both from existing private clients and from professional relationships. Our clients are keen to recommend us to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
As a motorsport competitor I personally take great pride in my ability to help fellow competitors with issues such as ensuring that they have sufficient personal protection so that those important to them are financially secure if the worst should happen. Motorsport is dangerous and having peace of mind that loved ones are protected allows competitors to enjoy their sport more and worry a bit less.
When I am not helping my clients I unwind by spending time with my wife and three young daughters. I have several hobbies including rallying and tae kwon do.