I have spent over 20 years of my career in the wealth management industry. I have an array of expertise and experience and pride myself in providing an invaluable service to my clients. I worked as a highly effective Senior Wealth Planning Manager for Lloyds TSB Private Banking in Exeter before accepting the invitation to set up my own wealth management practice as a member of the prestigious St. James's Place Partnership.
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard.
With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients to help achieve their goals, and, more importantly, to review these plans regularly to keep them current and accurate.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
When I am not helping my clients I unwind by spending time with wife and two young children. I am also a member at East Devon Golf Club, playing as often as family life allows me to. I am an elected Parent-Governor at St Peters Church of England School in Budleigh Salterton, where my children are pupils. I also help to coach an Under 10's Rugby team at Withycombe Rugby Club in Exmouth, as well as acting as Treasurer at Budleigh Salterton Cricket Club. I am also keen on cycling and have taken part in several charity events such as 100 mile day rides, stages of the prestigious Tour of Britain ride and in 2015 I took part in an epic ride in Southern France, culminating in an ascent of the iconic Mount Ventoux, known as the Beast of Provence!