I am honoured that people trust me with their financial life and consider it a privilege when people talk about the things that matter to them personally. I enjoy helping people to sort out their finances.
I believe that good financial advice is not just about finding the right product or investment. It is about working together to understand your attitude to finance; your plans, hopes and fears for the future. Then we can look at what financial decisions you want to make and find the answers that are right for you and your family.
In addition to my experience and qualifications in financial advice, I bring a background in management consultancy and coaching. I use this combination to help people work out what their big financial issues are and what the right solution for them is.
I live with my partner Richard in Havant. I enjoy working on my allotment and quizzing with friends. I like to get involved in my community. Currently I run a Facebook group for my street and organise ‘Great British Get-Together’ picnics.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.