I have been a financial adviser with St. James's Place since 2012 having worked previously in the retail banking sector for 16 years.

My areas of interest and expertise are investments, pensions, both pre and post retirement and inheritance tax planning. I received my chartered status from the chartered insurance institute in 2019 which was the culmination of many years of study whilst advising.

My client base is remarkably diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. It is an amazing privilege and responsibility knowing so much about a client’s plans, aspirations and their hopes and fears, and helping them achieve their goals.

I believe the key to being a good adviser is having a high level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients.

My spare time tends to revolve around my family, rugby, and football and playing golf. I recognise how fortunate I am and try to give something back to the community which currently means acting as a rugby manager for Altrincham Kersal Rugby Club.

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.