I help individuals, families and business owners protect and grow their wealth. With tailored financial advice and a proactive service, I support clients with meeting their goals in an uncertain world.

This means assisting with making investment decisions, but also protecting wealth against common risks we all face such as taxation, ill health, and market volatility.

Usually, the best financial plans are simple steps taken routinely, but it is easy to make a mistake or miss an opportunity.

I live in Winchester and help clients across the South of England and City of London, through face-to-face or virtual means.

I provide clients with a holistic approach and a never say no attitude which means I’ve developed a wealth of experience and have achieved the status of Chartered Financial Planner. This means my clients can be assured that the advice I provide is of the highest quality.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.