Based in the North East, I provide wealth management advice to clients both within Newcastle upon Tyne, and more widely throughout the whole of the North of England.
Prior to joining St. James’s Place, I spent 10 years working with teaching professionals from Primary Schools through to University. Consequently, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements.
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.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I am a keen rugby and football follower. Years of plodding around the rugby pitch have now taken its toll and I currently coach u6 & u7 age group.