Directors & Advisers

I am a qualified financial adviser, achieving a long-standing ambition. Stephen and Lisa are close family friends and in turn Smith Eliot have looked after my family’s financial matters for many years. I’m excited to have been given the opportunity to work with them, especially after seeing how well the company works together as a team and experiencing the company’s ethos; how much they care for their clients.

In my work before finance, I had my own electrical contracting business and successfully ran it for 10 years before making the move to Smith Eliot. Client relationships are very important to me, I established a trusted client base many of whom have already dealt with me in my new line of work.

Stepping into the world of wealth management with Smith Eliot and St. James’s Place gives me great confidence that I can offer my clients the highest, expert quality face-to-face service which in turn gives financial peace of mind to both individuals and business alike.

The areas I specialise in are:

• Investment Planning
• Retirement Planning 
• Mortgage Protection

The value of investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.