Prior to joining the financial services profession I spent 30 years in the ‘business to business’ services industry, enjoying highly challenging senior positions in a number of medium sized businesses. As a consequence of being too busy to give priority to managing my own financial affairs, I am now passionate about helping others to manage theirs.
Effectively managing your finances can be time consuming and possibly a little daunting. Constant changes to legislation and the regular introduction of new products and services means that making the right decisions at the right time can be challenging for most people. That’s where I can help – working with you to create a sound financial plan that will give you real peace of mind.
I'm committed to ensuring my industry knowledge and qualifications remain completely up to date and have fantastic support from St. James’s Place in my ongoing personal and professional development.
Outside of business I enjoy playing badminton (a little erratically), a bit of gym, some cycling & walking and spending time with my family. My kids keep me young (and challenged!) although they may disagree with that!
Charity is important to me and I am a regular supporter of a wide range of charities including children, animals, homeless and the elderly. Don't be surprised to get a call from me as I'm about to climb a mountain or run 5k for a worthy cause!