About Me

I am a Chartered Financial Planner advising individuals, families and businesses to preserve, manage and grow their wealth. I specialise in helping city based professionals, bankers, lawyers and HNW Families.

Prior to joining St. James's Place, I enjoyed a twenty-year career in portfolio and investment management and was HBOS's Head of Investment Portfolio. I feel very lucky to have had this opportunity and learnt a huge amount during my time in the City. However, I have always, above all else, enjoyed helping individuals to understand and benefit from financial planning so realised that a future in private wealth management was my passion.

In my spare time I enjoy mountain biking around the local trails, Surrey Hills, South Downs and occasionally in the Alps. At the weekends in the summer months I try to go for longer road bike rides or if there is a good breeze I enjoy sailing on the East Coast. In winter, with the road bike and boat packed away, I like to go skiing in the Alps.

In London I often go to the theatre to see one of the musicals or enjoy a meal with family and friends. At home, I'm keen on DIY and all new technology and share my home office with our family dog, Lottie, an aging cocker spaniel.