I specialise in all areas of financial planning, including pre- and post-retirement planning, investment planning, inheritance tax planning and trustee investment planning. I believe in building trusted, long-term relationships with my clients to help them achieve their financial goals and aspirations.
I am very proud to have both my mother and my wife supporting me in my business, helping me to provide a personal and high-quality service to my clients.
Outside of the business, I enjoy working with the financial education team at St. James's Place Head Office, where I volunteer my time to provide educational financial awareness sessions to local school children.
I also enjoy spending time with my wife and two young children and, when time allows, I am also a keen motor sport fanatic.
This was my first move into wealth management. The advice and guidance given to me by Nathan was invaluable in helping me make the decisions I made regarding my savings and ‘pension pots’.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.