I started working in the Financial Services industry in 1994. This length of time has contributed to my wide range of financial knowledge and expertise.
For the first 20 years I predominantly worked for the large high street banks. I advised a range of personal clients, specialising in investment planning, inheritance tax planning and retirement solutions. Before being invited to join
St. James’s Place I also became a public speaker, seminar presenter and technical specialist for Nationwide Building Society.
I love what I do. Running my own Wealth Management company as a Partner Practice of St. James’s Place, a FTSE 100 company, helping individuals and business’s make the most of their money, pay less tax – especially Inheritance Tax, and get the most out of their retirement.
Based in Braintree and also with offices in Cambridge, I provide financial advice to clients across East Anglia, London and the surrounding areas. I’m passionate about giving great advice, getting it right first time and building long term trusted relationships.
Outside of my business I am husband to my wife of over 20 years – Andrea, and father to our 4 ever growing children. I enjoy a round of golf, walks in the countryside and the challenge of finding a bargain collectable at the local antique and collectors fairs.
Fundamentally, I see my approach, as it has always been, as one of problem solving and advising the right solution/s for the client/s – rather than product selling. Subsequently, my clients can expect to receive the most appropriate and comprehensive advice at all times, along with a top quality level of on-going service.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.