With 30 years in financial services, I help individuals, families, and businesses across Greater Manchester and Cheshire grow and protect their wealth. As Principal of an Associate Partner Practice of St. James's Place, I offer expert, personalised advice in retirement planning, wealth protection, and investment strategy. My goal is to guide clients through life’s financial decisions—from reducing tax liabilities to building a retirement they can truly enjoy. I believe in long-term relationships, clear planning, and bringing in trusted specialists when needed. When I’m not working, I’m likely tending to my roses, staying fit, or enjoying football. Every client’s story matters—let’s plan your next chapter together.
With 30 years in financial services, I help individuals, families, and businesses across Greater Manchester and Cheshire grow and protect their wealth. As Principal of an Associate Partner Practice of St. James's Place, I offer expert, personalised advice in retirement planning, wealth protection, and investment strategy. My goal is to guide clients through life’s financial decisions—from reducing tax liabilities to building a retirement they can truly enjoy. I believe in long-term relationships, clear planning, and bringing in trusted specialists when needed. When I’m not working, I’m likely tending to my roses, staying fit, or enjoying football. Every client’s story matters—let’s plan your next chapter together.