Experience: I served for two years as a pilot in the Royal Air Force after completing a degree in management science at Southampton University. I started my career in the Investment Management industry in 2006 and have since built up a wealth of industry knowledge and experience, especially in portfolio management. I am a Chartered Financial Planner and Fellow of the PFS as well as holding the IMC (Investment Management Certificate)
Interests: A devoted Dad to my two Boys, I delight in spending most of my spare time with my family. However, when time allows, I am also a keen runner and mountaineer. I have completed the Berlin marathon once, the New York marathon twice and have summited numerous Alpine peaks including the Matterhorn. I’ve supported Everton Football club since the mid 1980’s. I am a committed Christian.
Our Philosophy:
“So in everything, do to others what you would have them do to you” – Matthew 7:12
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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.