My Approach

I provide advice for Professional Footballers including several Premier League and WSL clients, Rugby league and Rugby Union players. I also advise Business owners, ex military personnel and other professionals such as barristers, solicitors, dentists and doctors.

Having a wide range of expertise and specialising in Investments and Inheritance Tax Planning as a Wealth Manager for high net worth individuals, I am qualified at diploma level with the Chartered Insurance Institute, attaining a distinction along the way.

I have worked in financial services since 1991 and have utilised the expertise I have acquired along the way, including knowledge of Insurance, Investments, Pensions and Inheritance tax planning to advise my clients.

I am qualified at diploma level with the Chartered Insurance Institute, also attaining a distinction throughout this process.

Following this valuable experience, in 2005 I was invited to join Sovereign Wealth, a Principal Partner of St. James’s Place Wealth Management.

I now have a wide range of expertise and specialise in the area of pension planning, Investment planning and Inheritance Tax Planning as a Wealth Manager for high net worth individuals.

During my career I have worked with some of the world’s largest companies within financial services, including Lloyds TSB, HSBC and National Australia Group.

I live in Leeds with my wife Kimberley and two children. I am a keen runner and participate in 10K events each year.

I enjoy most sporting activities and spending time with my family.

Specialising in providing high-quality personal advice on many aspects of wealth management, advising people of widely differing financial resources and of all ages. Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

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.

 

 

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on 22/5/2024

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Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.