Offering expert advice to individuals, families and businesses across the UK, our aim is simple, to help you plan and achieve your financial goals.

Supporting and developing St. James's Place Partners and their businesses within the organisation.St. James's Place Wealth Management focus on long term client relationships and I support our partners in providing long term trusted financial advice. St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality, face to face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.

I manage a team of paraplanners, supporting Adam & Company Specialist Advisors in providing high quality financial advice to our clients. My role focuses on the more complex areas of financial planning, such as Inheritance Tax planning and Self Invested Pensions. Working closely with our Private Bankers and Discretionary Portfolio Managers, I aim to offer our clients the full range of financial services in one place.