Based in Carlisle, I provide wealth management advice to clients both within the City, and more widely throughout the North West of England.
Prior to joining St. James’s Place Wealth Management, I spent over 24 years working within the financial services industry. As a benefit of this, 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’m passionate about providing holistic financial advice to a broad spectrum of personal, commercial and corporate clients on a face to face basis.
I am motivated and focused on delivering a first class service and proposition on all aspects of financial planning for new and existing clients. I pride myself on my honesty and integrity, and I’m delighted to have been invited to join St. James’s Place Wealth Management.
Outside of my business, I am a keen golfer, footballer and father of 3 children.
Charity is also important to me and I regularly give my time and support to local charities throughout Cumbria.