Originally from Somerset, I have worked in financial services and wealth management for twenty years.
Needless to say, I am fully qualified and have a significant number of qualifications awarded by the Chartered Insurance Institute including The Diploma in Financial Planning. I am also qualified in the provision of mortgage advice and Long-Term Care Planning.
I live in Bath with my wife and young son. As a family we enjoy countryside walks and when time permits, I relax by running and playing golf.
Building positive and personal ongoing client relationships has always been extremely important to me.
Since meeting James Lawrence some ten years ago I have called upon him for advice on numerous occasions. His knowledge and expertise in all financial matters has been enormously helpful especially in the field of both savings and investments and future planning. He has also guided me through the com...
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.