After many years travelling the world, I enjoyed six years as a teacher, where my motivation was helping people achieve. I decided to embark on a new career where I can continue to help people as a financial adviser with PFP Wealth. Having received excellent training through the St. James's Place Financial Adviser Academy I feel I can offer a full-service approach to financial planning.
I enjoy helping private clients, business owners and families through goal based financial planning to reach their full potential. Getting to know my clients is my favourite part of the job, so I can offer an expert eye on how best to plan their future.
I am also a semi-professional rugby player, as the captain of Caldy rugby club who compete in the Championship. I love preparing for our David vs Goliath battles as we take on premiership teams during the season. I am also a keen golfer and like to play any sport at any opportunity I have.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.