After graduating from Oxford Brookes University in 2008, I completed 6 successful years as an Investment Surveyor dealing in the acquisition and disposal of commercial property for major property firms Knight Frank and later Lambert Smith Hampton. Throughout these years, I gained expertise in both commercial and residential property, how they can be used within investment funds and as part of an individual’s own portfolio.
However, my passion always lay in financial planning and when the opportunity arose to set up a Practice with St. James’s Place there was no turning back. Since acquiring my Diploma in Regulated Financial Planning I have continued my professional development and am determined to achieve Chartered status as well as building Practice that is trusted and respected buy both our clients and professional connections.
In line with my professional background, I provide advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning. I have focussed on developing specialist knowledge on the corporate markets working with directors to meet the specific goals of their company and themselves as individuals. This can include Corporate Pensions and Investment as well as dealing with business sales and the re-distribution of those proceeds.
Away from work I am a keen golfer and enjoy a Saturday at Royal Porthcawl Golf Club where I am lucky enough to be a member. I was always a big sportsman growing up so my interests also extend to Rugby and motorsports for which I competed for many years internationally.
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.