Based in Halton, I provide financial advice to clients within the nearby city of Lancaster, and more widely throughout the North West of England
I have been in the industry now for 27 years, previously working for Santander and CIS as an Area Manager and Financial Adviser. As a consequence, I have now 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 – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Outside of my business, I am a keen golfer and enjoy spending time with my family.
As a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Mortgages, Investment planning, Inheritance Tax planning and retirement strategies. Fundamentally, I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.