Based in Pocklington, at the foot of the Yorkshire Wolds, I provide wealth management advice to personal and business clients around Yorkshire. I also advise a number of clients who have moved further afield as their careers, businesses and lifestyles have developed, keen to continue to work with me as their trusted adviser.
I have over 18 years' experience of working in UK financial services and I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
My areas of advice focus around all aspects of investment planning, retirement planning and inheritance tax planning. I also offer ‘auto-enrolment/work place’ pension solutions to businesses.
Outside of my business, I am happily married and am the proud father of two, keenly interested in current affairs and a winter sports enthusiast!
Charity is also important to me and I support the St. James’s Place Charitable Foundation with a monthly financial commitment as well as supporting many of the regular events that are held to raise money for the Foundation to distribute. The St. James’s Place Charitable Foundation is a grant-making charity with a difference. The vast majority of funds raised come from fundraising or generous donations made by the Partners and employees of St. James’s Place each year. These funds are then matched pound for pound by the company. Since 1991, the St. James’s Place Community has raised and distributed over £71.4 million to good causes.