With the right guidance, individuals, families and SMEs can make informed decisions about how to do the right things to help protect and grow their wealth. As a fully qualified and accredited financial planner, I can help improve your financial situation, giving you confidence you’re doing the right thing with your money in the immediate and long-term future.Based in Rotherham, I work with clients throughout Sheffield, Yorkshire, Derbyshire, Nottinghamshire and the rest of the UK. You don’t need to be wealthy. You don’t need to be burdened with information. You just need to be open to making sure your financial planning is as simple and effective as possible.My biggest aim is to build a trusting and honest relationship with every client. This begins with a no obligation consultation to learn about your need for a financial adviser and how we could work together going forward.With 30 years’ experience in the industry, and hands-on experience in retail and commercial banking, with St. James's Place Wealth Management and Lloyds Banking Group, I understand the issues that concern my clients. Discretion and confidentially is at the heart of what I do, and by focusing on listening and empathy, I always ensure the guidance I offer provides solutions for your individual situation.I work with SMEs to offer services for their business finances, including:• Business Protection• Corporate Pension Planning• Managing Assets• Aspects of Exit Strategies*I give families confidence in their finances by:• Protecting and building Wealth• Inheritance Tax Planning• Protection against risk• Managing cash and borrowingsThese services include (but are not exclusive to) Investment Planning, Pension Planning, Protection Planning and Mortgage Planning.Outside of work I enjoy supporting local football. I‘m a budding sailor and enjoy spending time with my family.*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.Your home may be repossessed if you do not keep up repayments on your mortgage.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 12/04/2023