Based in Ipswich, I provide financial advice to clients across Suffolk.
Prior to joining St. James's Place, I spent 14 years working as a Financial Adviser within the Lloyds Banking Group. As a result, I have developed a good understanding and knowledge in many areas of the financial services industry.
I am committed to ensuring that my industry knowledge remains relevant and current by placing a strong emphasis on my personal development. This, along with the pride and dedication that I place on building strong personal relationships with my clients, ensures that am I able offer a professional and friendly service.
I see my approach as one of helping clients make the absolute most of their full financial potential and objectives whilst ensuring they always have someone to call upon when they need it most, both in good times and in bad. I also pride myself in explaining my advice in an easy to understand format, thus making it easier for clients to understand what can sometimes be complicated matters. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times, alongside an ongoing service proposition that is first class.
At the heart of my service is a belief that effective communication ensures clients are kept fully informed of issues that may affect their financial situation. As such I regularly publish a range of communications for my clients, including a weekly communication covering key market, economic and personal finance news and quarterly magazine, The Investor.
Outside of my business, I enjoy spending time with my family and I am also a keen golfer.