After 20 years in financial services, I’ve learned that the most important conversations aren’t about market performance or tax efficiency, they’re about what you’re trying to build with your life. Too many people have perfectly optimised portfolios that don’t connect to their real dreams and values. That disconnect is what drove me to create a different kind of financial planning practice.
As a Chartered Financial Planner and father of two young sons, I understand firsthand how life’s competing priorities can make financial decisions feel overwhelming. Whether you’re balancing your children’s future with your own retirement plans, wondering if your business success is translating into personal security, or simply wanting your money to work toward something meaningful, I believe your financial plan should reflect who you are and what matters most to you.
When I'm away from the office you’ll usually find me enjoying time with my wife and sons, on the golf course or watching American football.
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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.