Based in the Cotswolds, I provide Wealth Management advice to corporate and private clients across the southern half of the UK. I seek to develop long term, trusted relationships.
Prior to joining the financial services industry I have had many years experience in director and CEO roles within small and medium enterprises, particularly in the drinks and hospitality sectors. As a result of this I have detailed insight to the requirements of SME business owners and the many challenges that they face.
My aim is to work with business owners, entrepreneurs and private clients to ensure that their hard work, dedication and sacrifice is rewarded to its full potential.
I advise on all aspects of corporate Wealth Management including corporate pension planning, shareholder protection, provision for succession and exit planning*, employee benefits and effective methods for drawing tax efficient profits from your business.
In addition to our corporate services we work with private clients who are looking to build, grow, protect and preserve their wealth.
Outside of my business I enjoy spending time with my young family and, when time allows, I am a keen golfer.
I am committed to ensuring that my industry knowledge remains relevant by continuing to pursue areas of personal development. This, along with my commitment to exceptional levels of client service ensures that I am able to offer a well-rounded, professional and personal service.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.