Based in North East, I provide wealth management advice to clients both within the healthcare industry and all other professions, and more widely throughout the North East and North Yorkshire.
I have been working in the financial services industry since 2001, working in the banking sector giving advice to their clients before moving on to helping healthcare professionals in 2012.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. I am fully qualified in all aspects of financial planning. 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.
I am married to Natalie and have 3 young children who keep me busy with sports and dancing.
Outside of my business and family, Martial Arts is one of my passions, I have been dedicated to practicing it for the last 27 years. I now enjoy and am proud to coach a team of youngsters to national and international level.
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.