My background has been in retail banking and financial advising with Lloyds Bank plc since 2003 and previously a pensions relationship role with Virgin Money for 3 years. In September 2014, I had the privilege of being invited to join St. James's Place Wealth Management. Having become disillusioned with the banking industry and recognising the benefits St. James's Place could offer clients, I was delighted to accept their offer.
My mantra has always been to deal with others in the way I expect to be dealt with myself and this had become difficult to maintain at the bank. St. James's Place has offered me the freedom to afford people the time they deserve and to build trusted, long term relationships, whilst being able to provide the products and services from an award winning company.
I see my approach as one of helping clients make the absolute most of their full financial potential and objectives whilst ensuring they always have someone to call upon when they need it most, both in good times and in bad. I also pride myself in explaining my advice in an easy to understand format, thus making it easier for clients to understand what can sometimes be complicated matters. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times, alongside an ongoing service proposition that is first class.
I am very happily married to Marianne and father to Jake and Jessica. My free time is spent with my family, which together with my work, are my number one priority.
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.