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 am very proud to have increased our financial advice team to a total of five skilled and committed advisers. Our administration team has also grown to ensure we can provide a high level of service to our 500 clients and we have two excellent staff members in this department.
As a Practice, we are committed to building long-term, high-trust relationships, delivering advice and service of the highest standards to our clients.
Because of our strong client focus, we build our business solely through 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.
I personally have several areas that I specialise in and in 2019 completed my AF7 exam which is a highly regarded pension qualification. In addition to this, I have many years of experience in Inheritance Tax Planning, Investment Planning and advising corporate clients.
When I am not helping my clients, I unwind by spending time with my wife and three daughters. I have several hobbies including motor sport and skiing.