My determination is to comprehend financial needs and future aspirations. Commonly engaging my clients face-to-face, I deliver critical financial advice underpinned by a series of financial solutions available through St. James's Place approach to investment management; creating financial plans that adapt to a client’s ever changing needs and circumstances.
My background is one of international banking and deal making with over 28 years’ experience.
I am based in West London and operate within the South East of England and my clients range from City professionals to SMEs.
I am currently focused in working closely with HR professionals and the issues they face proving their employees with access to financial well-being/guidance.