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.
He has always had my interest at the forefront. His advice has been prudent and comprehensive. The service and support has always been excellent. I would recommend him to anyone.
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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.