I am Chartered Financial Adviser based in Newmarket. My aim is to provide a holistic and yet highly personal approach to my client’s requirements.

I have been with St. James's Place since 2012. Prior to this I spent five years with Coutts & Co. working in their Entrepreneurs Division in London. I had joined them after spending the whole of my career with Lloyds Bank, where I headed their Wealth Management business in the East of England.

My experience is also complemented professionally by having completed Fellowship Status of The Chartered Insurance Institute, Advanced Financial Planning Certificate and being a Member of the Personal Finance Society by Diploma together with the Society of Mortgage Professionals.

I specialise in a broad area, from aiming to increase a client’s tax-efficient income, ISA’s, life and private medical insurance, through to retirement and inheritance tax planning. I also provide expert advice on Mortgages and Equity Release* products, often coupled with Later Life Planning.

*This is a lifetime mortgage. To understand the features and risks associated with such products, please ask for a personalised illustration.