I started my career in Financial Services as a Broker Consultant for a very small insurance company called Premium Life. After two years there, I was headhunted by M&G Unit Trust Group to fulfil a similar role.

One of the financial advisers I used to look after offered me a position to become an IFA, where I became a Partner for 17 years. Based initially in Altrincham, we then moved the office to Tarporley in Cheshire. I moved to St. James's Place 13 years ago. 

I look after a broad cross-section of clients both in the corporate and personal world. Many of my clients have been with me for 25-plus years and feel I have a good relationship with most of them.

I am married and live on the Isle of Anglesey. Originally born on the Wirral, I moved to Hale near Manchester for about 10 years and then back to the Wirral. In 2000, I moved permanently to Anglesey and have been there ever since. I have several hobbies, including sailing in the Summer at the Royal Anglesey Yacht Club and being a keen cyclist throughout the year.