My aim is to unravel what can be seen as the complexities of financial planning and provide my clients with tailored advice, designed to help them reach their financial goals. My client base is very diverse including companies and individuals, dentists and professional footballers. What’s important to me is that I build a long standing, trusted partnership with each client and deliver a service that is tailored to their present and future needs.

The success of SLD Wealth is down to high levels of client retention combined with a consistently increasing amount of client recommendations. I feel privileged that I can offer full and comprehensive support on all aspects of financial planning including Pension and Investment Planning and Inheritance Tax Planning and Wealth Preservation.

I have chosen to be a Senior Partner Practice of St. James's Place as they provide me with additional expertise and a range of products and services that are not available elsewhere. St. James's Place also guarantees the suitability of my advice when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products. Furthermore, St. James's Place provides comprehensive support allowing me to spend more time with my clients.