Prior to joining St. James’s Place Wealth Management, I have spent 30 years working in the industry joining in February 1989, and then became an appointed representative of Sun Life Of Canada. In the year 2000 I joined Sage Financial Services to build my own Independent Practice as an IFA building an excellent client relationship which grew on to three generations of clients.
I then eventually joined St. James’s Place Wealth Management where I have found a new home for my business and clients. I have established many working relationships with individuals within this time, and have a full understanding for their specific financial requirements and needs. We’re not just a company who gives financial advice to individuals, we support our clients in every financial path they might take.
I’m committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I and my team have for developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I am a keen armchair sports watcher, gardener and making sure my car has the full cleaning treatment every Sunday.