I am a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute based in Doncaster and have worked in financial services for over 33 years. I provide broad based advice, mainly to professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

My advice covers all areas of wealth management, including investment planning, retirement planning, wealth protection, all aspects of long-term care planning, family and business protection. My emphasis is on maintaining a long-term relationship with clients, and to provide them with a source of trusted advice over the years.

During my time with Bradford & Bingley and Lloyds TSB particularly, I had the benefit of experiencing many facets of finance and customer service and this customer service is at the heart of my business now. I am well known for speaking in plain English and explaining things in a straightforward way and I insist on only the highest levels of client care and professionalism, and above all else, doing the right thing for my clients every time.

Advice regarding long term care planning may involve a referral to Karehero, a care navigator and matching service provider, whose services are separate and distinct to those offered by St. James's Place.