Expertise & Qualifications
As a Chartered Financial Planner and member of the Personal Finance Society (PFS), I specialise in providing tailored financial advice to clients with complex needs and investment portfolios typically in excess of £2 million. My clients are often business owners or senior executives.
I have been advising clients since 1997, joining St. James's Place in 2000.
A Unique Analytical Foundation
My approach to financial planning is underpinned by a rigorous academic background, holding a Doctorate in Microbiology from the University of Manchester. Following this, I completed a postdoctoral position at the Chinese University of Hong Kong, giving me a distinct, highly analytical perspective on complex problem-solving.
Beyond Financial Planning
I am an active supporter of the St. James's Place Charitable Foundation, having travelled to Sierra Leone, Kosovo, and Nepal to support various children's projects.
In my free time, I play cricket for Ashley CC where I recently established the women's and girls’ section. I am married to Liz and have two sons, Tom and Joe.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.