I joined St. James's Place in 1997 and became a Managing Partner in 2022. I am passionate about protecting and maintaining long-term and trusted relationships with all my clients.

While I provide advice on all aspects of financial planning my particular speciality is in inheritance tax and estate planning.

I pride myself on providing appropriate and workable solutions personal to the individual’s circumstances and objectives. No two clients' needs are the same and therefore I take the time to gain a detailed understanding of these needs before developing a strategy to help achieve the financial direction required in an ever-changing and often complex financial landscape.

Through combining regular review meetings with a choice of electronic or postal communications and client events, I keep my clients fully informed and up-to-date on current financial developments.

I am delighted that many clients have found my services extremely valuable and, as a result, I have been introduced to their associates, friends and family members.

Born in London in 1969, within minutes of Neil Armstrong landing on the moon, I soon undertook my own giant leap to Suffolk, where I have lived ever since! I married Susie in 1994 and have been blessed with 3 children all of whom have grown up.