Based in Leicestershire I provide wealth management advice to clients both within the East Midlands and more widely throughout the South East of England.
Prior to joining St. James’s Place Wealth Management, I had a professional cricket career with Glamorgan County Cricket Club. I feel fortunate to have pursued a game I love however the uncertainties of a sports career highlighted to me the need for diligent financial planning and that the worries of being offered a new contract or suffering a career threatening injury can be alleviated through trusted professional advice and putting the correct protection planning in place.
I decided to join the St. James’s Place Group because of their distinct approach to managing investments. St. James’s Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and St. James’s Place do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.
As a client, you will receive a personalised face-to-face advisory service from me, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winning FTSE 100 Company.
Fundamentally I see my approach as one of problem-solving for the client – rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times. I aim to develop a long term relationship with my clients.
As a representative of St. James’s Place Wealth Management, my offering is the provision of advice covering the areas of Personal and Family protection, Investment Planning, Inheritance Tax Planning and Retirement Strategies.
I work alongside clients’ own solicitors and accountants to ensure that all aspects of their financial affairs are considered.