Wealth Planning Executive

• Jan 2022 - Present

Associate Partner

• Sep 2017 - Jan 2022

St. James's Place is a FTSE 100 Firm specialising in delivering quality, face-to-face wealth management advice. My advice covers all areas of financial planning including retirement and inheritance tax planning. Where appropriate I also place emphasis on tax-efficient investment vehicles to help my clients mitigate tax. Many of those I work with tend to be established and successful in their chosen profession, but invariably do not have the time, inclination or expertise to devote to their own financial planning. Show less

Associate Director - Fixed Income

• May 2008 - Jun 2015

Mitsubishi UFJ Trust Int. is a member of the Mitsubishi UFJ Financial Group which primarily focuses on securities dealing and lending. I was responsible for providing global fixed income trade ideas to leading institutional investors across the UK, Germany and Holland, in both the government bond and credit space. I also helped to train and mentor new joiners to the firm. Mitsubishi UFJ Trust Int. is a member of the Mitsubishi UFJ Financial Group which primarily focuses on securities dealing and lending. I was responsible for providing global fixed income trade ideas to leading institutional investors across the UK, Germany and Holland, in both the government bond and credit space. I also helped to train and mentor new joiners to the firm.