I have devoted my working life, now spanning in excess of 27 years, to helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised Life Companies, gaining numerous qualifications, including The Chartered Insurance Institute’s Diploma in Financial Planning, along the way.
In 2007, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Partner Practice of St. James's Place Wealth Management as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside of my working life, I love spending time with my family, and am an active member of Pyle & Kenfig Golf Club and also enjoy cycling around the coastal areas.