After 15 years as a professional rugby player with Saracens, Sale Sharks, Harlequins and England, I started my Financial Adviser career in 2012 when an Injury ended my career.
I Joined St. James's Place in 2013 as a Financial Adviser and PFP Wealth in 2014. In 2020, after 5 years with PFP Wealth Ltd, I became a Director. I look forward to combining this role with continuing to provide advice and service to my existing and new clients
I am a DipPFS Cert 11 (MP) qualified Adviser and working towards being a Chartered Adviser. I also hold the AF3 Pension Planning Qualification, allowing me to provide specialist Pension transfer Advice on Defined Benefit schemes. Retirement and Investment/Estate Planning are my two areas of interest. However, all my clients benefit from a Holistic approach to planning.
Outside of work I like to spend the spare time I have with my wife Sophie and daughter Elsie going on walks or watching Elsie Swim! I also coach Caldy Rugby club Senior squad and like to play Golf whenever I can!
Please do not hesitate to contact myself or my PA Sophie Peel: 01924 881234
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.