Based in Whitehaven, Cumbria, I provide wealth management advice to clients both within the Whitehaven area, and more widely throughout the North and South of Cumbria.
Prior to joining the financial services industry, I spent 4 years working in Bradford and Bingley. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
After qualifying to be a Financial Consultant, I completed 7 successful years in Legal & General as an adviser.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as a trusts* and estate planning Partner. However, as a representative of St. James’s Place Wealth Management, 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-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I am a keen artist, and paint to donate my pictures for charity.
*Trusts are not regulated by the Financial Conduct Authority