Based in York, I provide wealth management advice to clients both within the North Yorkshire region and more widely throughout the UK.
In line with my professional background of which I am a Fellow of the Personal Finance Society and a Chartered Financial Planner, I have focused on developing specialist knowledge within Long Term Care and I am now a fully qualified Long Term Care Partner. Also as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and Retirement Strategies.
Outside of my business, I am dedicated family man and love spending time with my wife Charlotte and my young sons Travis and Hugh. I enjoy football, although more watching than playing these days and I am a black belt 1st Dan in Tae Kwon Do which keeps me fit and active. I also enjoy golf, mountain and road biking.
Charity is also important to me and I believe it is extremely important to give something back to society. I was born in York and have lived here most of my life so getting involved with local businesses and charities is something I very much enjoy doing. I am currently involved in the following:
After graduating from Buckinghamshire University in 2002, I joined a graduate placement scheme where I completed four successful years in management before deciding to change direction into financial services. I have provided high quality advice to clients for the last 13 years having worked as a Financial Adviser and Stockbroker with Edward Jones and then delivering wealth advice to high net worth individuals with Towry. I was then invited to join the St. James’s Place Wealth Management as a Partner of which I feel very privileged.
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