Chairperson

• Mar 2021 - Present

Director

• Mar 2014 - Present

I specialise in making lifestyle dreams and financial freedom a reality for my clients. I work closely with them whether it be to build, grow, protect or preserve their wealth. Working closely with Individuals, Partnerships and Company Directors, I provide personal and tailor made lifestyle planning advice, whilst always applying the four pillars of my business: Empathy - Sincerity - Honesty – Integrity whilst providing a Professional first class Face to Face service. St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. Show less

Practice Financial Adviser

• May 2011 - Feb 2014

Lifestyle Management Consultant

• Apr 2006 - Sep 2008

Self employed overseas Lifestyle Planning Consultant, working with senior International Professional people in Organisations such as United Nations, World Bank, European Union Commission and many differing Non-Governmental Organisations & Multi National Companies senior executives helping them move towards and achieve the lifestyles they aspired to. Self employed overseas Lifestyle Planning Consultant, working with senior International Professional people in Organisations such as United Nations, World Bank, European Union Commission and many differing Non-Governmental Organisations & Multi National Companies senior executives helping them move towards and achieve the lifestyles they aspired to.

Financial Advisor

• 2002 - 2006

For 2 years working in the Savings and Investment dept at Northern Rock Head Office. Their staff providing referrals for contact and discussion on the telephone predominately to discuss the merits of the L&G portfolios and the benefits of diversification whilst utilising a fully compliant telephone sales process. Training and developing a small Northern Rock team dedicated to me, to improve us as a team and for the Northern Rock staff to understand the benefits of the L&G proposition for their customers. Mortgage/loan Dept Northern Rock, telephone based protection advice to referral based Northern Rock clients. Again working within a team and training and developing them from a Legal &General perspective and the merits of protecting mortgages and loans. Initiating incentives for the team to aspire to. Branch based, Northern Rock. Working face to face with clients within the Northern Rock Branches, Market Street, Newcastle upon Tyne City Centre & Gosforth Centre, whilst covering colleagues branches when on vacation/sickness. Main role was to provide Face to Face financial advice to referral lead Northern Rock branch clients. Covering all aspects of Financial Advice. Show less

Football Coach

• 1991 - 2003