I started my professional career in Financial Services with Allied Irish Bank (GB) in 1998 and became a relationship manager with them looking after both private and commercial clients.
In 2011 I became an Independent Financial Adviser and built up a respected professional business providing initial and on-going financial advice.
At Curzon Wealth Management I specialise in investment planning, retirement and estate planning to both private and corporate clients. I pride myself on building relationships based on core values of experience, excellence of service and integrity to provide clients with the wealth management needed to satisfy immediate and future needs.
Outside of work I enjoy a number of sports including football, rugby and boxing although these days mostly as a spectator.
As a financial adviser I feel it is important to maintain long-term relationships with my clients and provide a source of trusted advice as financial needs change over the years.
I have over 15 years experience with the financial services industry where I began my career with The Woolwich and went on to develop my financial expertise with Barclays and Lloyd Banking Group.
I joined Curzon Wealth Management in 2014 where I have specialised in helping clients achieve their financial goals, such as moving into a first home, through to setting goals for retirement planning.
My overall aim is to help all those wishing to secure their financial future in the following
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.
Outside of work I am married and have 2 daughters. When I get the chance I enjoy playing golf and watching competitive football and Rugby.
*The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.