Over the years I have helped many clients, families, relatives and colleagues make the most of their money by working closely with them to devise strategies to help them to achieve their personal financial objectives. I enjoy problem solving and nothing gives me greater satisfaction than helping clients achieve their financial aspirations.

Recently there have been lots of changes in our industry, not only in the regulation of advice, but also, who institutions are prepared to give advice to. This can be very frustrating and confusing. I firmly believe that everyone should have the opportunity for quality, holistic, face to face advice and by building close trusted relationships, my clients know who to turn to whatever stage they are at in their financial life cycle.

I made the decision to leave Lloyds Banking Group in 2013 to embark on a new challenge and set up my own Wealth Management Business, focused on building close trusted client relationships. At the same time I was delighted to receive an invitation to become an Associate Partner Practice with St. James's Place, one of the most exclusive and prestigious Wealth Management companies in the UK.

As a result, I have full access to the extensive range of products and bespoke services available through St. James's Place. This will enable me to continue my focus on developing lifelong relationships with my clients, helping them to secure their financial futures and those of their family, with the added peace of mind of the St. James's Place Guarantee*.

I offer a personal face-to-face wealth management advice service. In addition, I have extensive experience in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are more complicated. I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

• Build or preserve capital
• Utilise annual tax and ISA allowances
• Generate Income
• Manage cash and borrowings
• Financial protection against risk
• Inheritance Tax Planning

Through my trusted client relationships, I am able to grow my business on personal recommendations, from both private clients and other like-minded professionals. My clients are always keen to recommend me to their family, friends and colleagues so they too can benefit from high levels of personal service and sound professional advice they have received themselves.

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.

The levels and bases of taxation and relief's from taxation can change at any time and are generally dependent on individual circumstances.

*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group more details of which are set out on the Group's website at www.sjp.co.uk/products