About

Having held senior positions within the financial services industry including at Aviva and Brookfield Asset Management, I bring a wealth of technical knowledge and strategic insight to your financial planning. My approach is personal, holistic and proactive - combining detailed fact-finding, portfolio analysis and cashflow modelling to give you a clear view of your financial future.

Whether you’re planning for retirement, investing for the long-term, protecting your family or securing your legacy, I use visual tools to help you understand the long-term impact of your decisions - and stay in control of your financial journey.

If you’re looking for a trusted professional to build your financial plan, do get in touch.

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.