I have worked in wealth management and financial planning for more than 26 years advising personal clients, corporate clients and business owners in all aspects of financial planning.
Over these years I have helped clients to navigate their way through an ever-changing financial landscape to simplify their options and plan for financial security.
As an Associate Partner Practice of St. James’s Place Wealth Management, I provide a wide range of wealth management services to individuals in East Berkshire and the surrounding areas. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
All of my clients start with an initial meeting to explore and identify their financial planning needs and objectives, then we work together over time aiming to achieve financial security for you, your family or your business.