I am originally from Newcastle upon Tyne and living in Beverley. I have been involved in financial planning for over 35 years and enjoy facing the challenges.
I have in my career worked in various capacities, including managerial roles, but I much prefer to spend time advising my clients both new and old, which I feel is where I make the biggest difference.
In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified as an estate planning Partner. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, inheritance tax planning and retirement planning.
I've been married to Joanne for over 30 years, we have two grown up children and have also recently welcomed two grandchildren to the family. I very much enjoy family life and the warm weather, and we especially enjoy the local food delicacies from all parts of the world.
Outside of my business, I am a keen squash player and a FA qualified football coach and referee. I also have a passion for challenging walks which a few of us do annually for charity.
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.