I have worked within the financial sector since 2006. Consequently, I have now established many working relationships with individuals within this sector. Thanks to the insight and understanding I have gleaned, I now have the knowledge and experience needed for my clients' specific financial requirements – whether these be on a personal or corporate basis.

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 I am able to offer a rounded, professional and principled service.

In line with my professional background, I am focused on developing specialist knowledge and am fully qualified as a trusts* and estate planning Partner. As a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, inheritance tax planning and retirement strategies.

Fundamentally I see my approach as one of problem-solving for the client, rather than product selecting. As a result, my clients can always expect to receive the most comprehensive and appropriate advice. I believe in being proactive rather than reactive. This is only possible by developing a working relationship with client via regular face-to-face reviews (twice per annum) to help my client capitalises on opportunities rather than missing them.

Outside of my business, I am devoted to my family. I am married with three children and I enjoy sports, especially a round of golf, though this is not one of my best qualities.

Charity is also important to me – while making regular donations to the St. James's Place Charitable Foundation and other local/national charities, I also attend various charity events in the Yorkshire area.

*Trusts are not regulated by the Financial Conduct Authority