About us

What do we do? Wealth management is the answer, but we like to think that we are a relationship business that provides financial advice. Whether you are a business or a private client, we believe wholeheartedly that financial planning is a relationship, not just a transaction.

We are proud that the integrity, rigour and security we provide has established my Practice as a Principal Partner Practice of St. James's Place. 

Whether it’s family security, a better quality of life, or a lifelong aspiration that you want to achieve, we are committed to helping you get there by always providing outstanding service.

Most of our new clients result from a personal recommendation, which I think provides a great illustration of our clients’ satisfaction.

I am proud that most of our new clients result from a personal recommendation, which I think provides a great illustration of our clients’ satisfaction. Whether you want to plan your retirement, review your investment portfolio, or need advice creating an exit strategy* for your business, we can help you build and maintain strong financial foundations.

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.