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 planning and estate planning 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.
I studied modern languages at the University of Bath and began my career in the publishing division of an international examination board. In 2017 I decided to change career and joined Curzon Wealth Management as administrator and paraplanner.
In April 2019 I started at the St. James’s Place Academy to train as a financial adviser. I’m particularly interested in helping women who want to set up and grow their own businesses.
Outside of work I’m a keen runner and take part in a number of half and full marathons each year. I also spend a lot of time at the side of a football pitch supporting my son’s team.
I have worked in financial services since 2013 and joined Curzon Wealth Management as an adviser in 2018.
I provide a holistic approach to the financial planning process, covering business and family protection, retirement planning and investment advice. I pride myself on building long-term relationships with my clients and spend a huge amount of time finding out what’s important to them so that all my advice is tailored to their individual needs and circumstances.
Outside of work I am married to Sara, have two dogs and a keen interest in football, golf and cricket.
I joined Curzon Wealth Management in 2019. I have worked in a number of administrative roles in my career and am passionate about providing quality customer service.
Away from work, I have taken part on motor sport for over 30 years and enjoy spending time with my family and dogs.
I have worked in the financial industry since 1999, starting in an IFA practice. I have worked under the banner of St. James's Place Partner Practices since 2002.
I am here to take your calls and help you with any enquiries you may have, including booking appointments with our advisers.
I joined the team at Curzon Wealth Management in August 2019 as office manager and will be your first point of contact when you call the office.
I have considerable experience in financial services and currently provide support to the advisers within the Practice and all aspects of the administration. I am here to ensure that the client’s journey within the Practice is smooth and trouble free.