Based in Cardiff, I provide wealth management advice to clients both within the City, and more widely throughout Wales and England.
After graduating from Loughborough University, I completed 14 successful years in the Financial Services Industry initially as a Bank Manager and later providing face to face Financial Advice. I feel very lucky to say that I love my job, I genuinely enjoy building relationships, helping my clients achieve their goals.
My approach is one of problem-solving rather than product-selling. As a client you can expect to receive the most comprehensive and appropriate advice at all times.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the dedication I place on developing long lasting relationships with my clients, ensures that I am able to offer a well-rounded, professional, sustainable and most importantly, a personal service.
Outside of my business I enjoy spending time with my wife and young son and daughter. I have several hobbies including football, the acoustic guitar and I’ve started learning the piano.
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.