I have been in Financial Services all my working life initially with HSBC and Prudential as an area manager. In 2001 I started Tailored Solutions UK Ltd trading as an Independent Financial Adviser for 14 years.
I was delighted that the firm was invited to join St. James's Place Wealth Management in 2015.
With over 30 years experience I have gained immense knowledge and expertise in financial services specialising in retirement planning. I have many long-standing clients with relationships built on offering regular, flexible, face to face advice. I am passionate about developing meaningful, long term relationships with clients which I believe enables me to offer a holistic approach ensuring financial plans are tailored to meet my clients objectives and aspirations, helping them navigate life changes and creating solutions for each stage and event. I meet regularly with local Solicitors and Accountants to further enhance the service I offer.
Having been a Director of my own limited company for 17 years I understand the demands of running a business and how important it is to have trusted professional connections when referring clients. I therefore pride myself on keeping my own professional knowledge and understanding up to date.
Outside of work, I’m a keen golfer with a handicap of 14, desperate to win Radio 2 “Pop Master” again and avid follower of Norwich City. I also play bass in a local Elvis tribute band.
I’ve learnt a lot about pensions over the last 6 months, good and bad. How the stock market can perform so well one week, and crash by over 40% the next. Realising losses are on paper and not to panic. But the most important lesson I’ve learnt: If you find yourself a good financial adviser you can j...
Click on the accreditations for more information
Enter your email address and register or update your existing email preferences.
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.