Prior to joining the financial services industry, I spent 18 years in the hospitality industry. I benefit from 11 years working with a FTSE 100 company managing £30m revenue operations. As a consequence, I have the additional benefit as part of my planning process of working with individuals and business owners to create a successful plan in order to help achieve your business and personal wealth goals.

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 pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able offer a rounded, professional and principled service.

At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I publish a range of information exclusively for my clients, including a quarterly magazine, The Investor.

Charity is also important to me and I am an active member of Rotary. I also assist Lodge Hill, near Pulborough, as Chair of the Trustees, along with The David Tilley Foundation linking the UK with their overseas project. I also support our own St. James's Place Charitable Foundation.

In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as a trusts* and estate planning Partner. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment planning, Inheritance Tax planning, retirement strategies and later life planning.

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.

*Trusts are not regulated by the Financial Conduct Authority