After graduating from UEA (Norwich) University in 1998, I moved into financial services gaining a wealth of experience. From early 2003 I moved into offering financial advice where I worked for two large corporate companies before deciding to start my own business with St. James's Place.
Based in Maidstone, I provide wealth management advice to clients both within Kent, and more widely throughout the South East of England.
I have now been working in the financial services industry for over 18 years. As a consequence, I have established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. I am a chartered financial planner and this, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I am a keen runner and attend a number of the local running community events. In addition to this I have my own family and a strong network of friends in the local area.
I coach children’s football at Vinters Football Club and Charity is also important to me and I regularly give and participate in fundraising and community events.
Based in Orpington, I provide wealth management advice to clients within Kent, London and the South East of England.
I have been advising clients on their financial planning needs for over 20 years now. One constant during this time is how beneficial clients still find face to face professional advice to be.
My profession is driving up the standards of our industry, something I am committed to, as I work towards achieving chartered financial planner status.
Outside of my business interests I still play cricket for a local Sunday club and support some of our local church youth groups (where both of my daughters attend) on a voluntary basis.