I began my career working with Prudential Assurance Company Limited as a successful Financial Consultant swiftly being promoted to Sales Manager supporting a successful sales team before becoming an Associate Partner of St. James's Place.

• I began with one of the UK’s largest companies during which time I rose to become a highly respected Consultant.
• I pride myself on my professional holistic approach when advising my clients with regards to Protection, Retirement, Investment and Inheritance Tax Planning.
• I specialise in working with Teachers and therefore have an in depth knowledge of their requirements.
• I expand my client base by holding regular Functions where potential clients can experience an informative introduction to St. James's Place.
• I have had over 32 years experience within the financial services sector.
• My experience is also complemented professionally by having completed the industry's regulatory requirements at Diploma level.
• I am also a member of the Personal Finance Society and the Chartered Insurance Institute.
• My overall aim is to help all those wishing to secure their financial future with the expertise and professionalism of St. James's Place.