Having served 7 years in the British Army, I took an interest in finance and began a degree in economics. I then transitioned out of the armed forces and got my diploma in financial planning.

I started working for myself as a consultant, building a business within a Practice in March 2020 - the worst possible time to start a business... especially in the financial services as global markets were collapsing at a rapid rate. That first year taught me some extremely hard lessons about business as well as the importance of having the right planning in place. That experience allows me to really relate with many of my entrepreneurial clients. I often say to them "your problems were my problems" and it gives me the ability to have great synergy with my clients.

If there is one thing that I come across time and time again, is individuals are very good at making money in their respective fields, however due to a complete lack of guidance or available insight, they are often not very good at managing it. Whether that is how to invest their capital and understand risk and asset classes, structuring their affairs tax efficiently, having the right financial protection in place or whether they have the right intergeneration planning in place. I am here to help with all of these areas in a simple jargon free way. Together, we can Improvise, adapt & overcome. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.