I have been in Financial Services all my working life initially with HSBC and Prudential as an area manager. In 2001 I started Tailored Solutions UK Ltd trading as an Independent Financial Adviser for 14 years. I was delighted that the firm was invited to join St. James's Place Wealth Management in 2015.
With over 30 years experience I have gained immense knowledge and expertise in financial services specialising in retirement planning.
I have many long-standing clients with relationships built on offering regular, flexible, face to face advice.
I am passionate about developing meaningful, long term relationships with clients which I believe enables me to offer a holistic approach ensuring financial plans are tailored to meet my clients objectives and aspirations, helping them navigate life changes and creating solutions for each stage and event.
I meet regularly with local Solicitors and Accountants to further enhance the service I offer.
Having been a Director of my own limited company for 17 years I understand the demands of running a business and how important it is to have trusted professional connections when referring clients. I therefore pride myself on keeping my own professional knowledge and understanding up to date.
Outside of work, I’m a keen golfer with a handicap of 14, desperate to win Radio 2 “Pop Master” again and avid follower of Norwich City. I also play bass in a local Elvis tribute band.