My emphasis is on maintaining a long standing relationship with clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I am based in Somerset, Bristol and surrounding areas. I have many areas of expertise, specifically;- Retirement planning - Estate planning - Investment portfolio planning - Financial advice for businesses and business owners. Outside of work I am married and have two children. I love being involved in my local community Clevedon. I coach Clevedon Utd under 13s and provide financial education in the schools and workplaces.Ballantine Wealth Management Ltd 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.