I am passionate about helping people make confident and informed decisions about their financial future. St. James's Place was a natural choice for me because of its commitment to putting clients at the heart of everything it does.

I qualified as a Financial Adviser through the St James’s Place Academy in 2020. Since then, I have continued to develop my knowledge and expertise, which has allowed me to qualify as a Chartered Fellow, the highest qualification in Financial Advice.

Today, I advise clients across all areas of wealth management, including retirement planning, investment planning and wealth protection. I particularly enjoy using cash-flow forecasting to help clients understand how factors such as increased life expectancy and an ageing population may affect their pensions and long-term financial plans.

My approach centres on building long-term relationships, making complex financial matters easier to understand, and helping clients work towards their personal goals with greater confidence.

My qualifications include:

• First-class BA (Hons) degree in Business Management with a year in industry from the University of Liverpool
• Chartered Fellow status in Advanced Financial Planning
• Diploma in Financial Planning
• Certificate in Mortgage Advice
• Certificate in Long-Term Care

Outside of work, time with my wife, Harriet and our son, Charlie, is always top of the list. We enjoy travelling the world, and my particular favourites are the Blue Mountains in New South Wales, Australia and the Northern Lights in Iceland.