Based in Liverpool, I provide wealth management advice to clients both within the city, and more widely throughout the North West of England.
Prior to joining St. James’s Place, I spent 11 years working for a major bank. I have a vast amount of experience in dealing with day-to-day finances of clients. As a result, I am able to offer tailored advice, specific to your needs, goals and aspirations.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able offer a rounded, professional and principled service.
Working together, we can identify any areas of needs and implement a suitable recommendation to achieve your goals. This will be built up on trust and a strong relationship going forward to ensure that you are always on track to achieve your goals.
Ultimately, you can expect to receive a first class service which is focused on you.