I am an Associate Partner Practice of St. James's Place Wealth Management and have over 36 years experience in Financial Services. I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients.
My commitment to build long term, high trust relationships with my clients, by holding regular meetings is what most of my clients look for in their Wealth Manager.
I feel it is important to really understand each client, and then help them to put plans in place so that they can achieve their goals, and having done this, then hold regular reviews to ensure that their plans keep on track.
I work closely with other professionals, such as Solicitors, Accountants and Estate Agents to ensure that my clients receive the best advice available.
Being a member of the Society of Later Life Advisers (SOLLA), I help families who are faced with a loved one not being able to continue to live in their own home. I am able to deal sensitively with the financial aspects of Long Term Care, to help families find the best way for them to plan the future.
I am an active member of Mapperley & Arnold Rotary Club, as well as being the Treasurer of Arnold Churches together.