Based in Hale, Cheshire, I am perfectly placed to provide wealth management including tax planning advice to clients both within the Greater Manchester area, Cheshire, the North West and the City of London.

My advice is tailored to deliver my client’s needs for themselves and family members. As time goes on circumstances change and therefore I offer a vital regular review and monitoring service, to ensure that my clients’ hopes, needs and aspirations are satisfied immediately and in the future.

As I also work closely with solicitors in the Manchester area I am able to assist and advise on issues around Trustee investments and ensure that your wills* are up to date and relevant to your wishes and needs.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service. My clients are at the heart of everything I do and no two clients will ever be the same and so I ensure I fully understand your personal or business circumstances to enable me to provide the solutions for you; not only now but in the future too.

Outside of my business, family life and holidaying abroad, especially Greece are my pleasures. I am a keen follower of football supporting my local Manchester team.

Charity is also important to me and I regularly donate to the St. James's Place Charitable Foundation who funded 630 charities in 2017.

The value of an 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. 

*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place and is not regulated by the Financial Conduct Authority.