My Professional Experience

I’ve been working within Financial Services for over 30 years. I spent my earlier years researching pension and investment solutions for an Independent Financial Adviser Network.  

With a strong interest in investments, I’ve spent much of my career as an Investment Consultant, employed by St. James's Place, helping financial advisers and their clients to discover suitable investment solutions to meet their needs. 

More recently, I’ve delivered the onboarding and training of new financial advisers, equipping them with the essential skills and knowledge needed to succeed in the profession.

Throughout my 30+ years working in financial services I’ve witnessed the significant value that financial advice can bring to people's lives.  

I’m passionate about helping people and have a desire to use my financial services technical knowledge and professional experience to ensure that as many people as possible can benefit from having the right financial strategy for them and their loved ones.  

As a qualified business coach I am equally as passionate in helping the people discover the goals that are most important to them and the actions required so they can achieve those goals.  

I am married and a proud father of three children. My “why” in life has always been to provide for my family. 

Having worked in the corporate world for most of my working life, my priorities have shifted, and the traditional corporate ladder doesn’t motivate me as much as it used to. I gain much greater satisfaction from working with individuals and finding ways to help them. 

In my down time I enjoy reading autobiographies and self-development books. I also like a Dan Brown book whilst on holiday.

I’ve coached my daughters’ football team when they were younger. I like travelling and going on holiday with the family.

I try to keep fit with a weekly exercise routine and I enjoy playing football...whilst the body allows!

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.