As I have many hundreds of satisfied clients, you can be confident that I have the knowledge and experience that will be needed to help ensure your investments and general family protection are in safe hands.

My expertise covers the broad spectrum of financial planning and will help you and your business to:

• Grow wealth, specifically through the St. James's Place distinctive approach to investment management;
• Preserve assets for long-term financial security;
• Adequately protect assets from potential threats;
• Effectively manage capital and borrowings.

I am focused on developing lifelong relationships with my clients, helping them first provide financial protection for themselves and the family unit and also put structures in place to help them achieve their future financial goals. I achieve this by providing my clients with regular financial reviews which enables me to update the records of my clients’ changing circumstances and also review, and where necessary change, the funds in which my clients are invested in.

Away from work I enjoy walking with my wife, Andrea, and our two dogs. I also enjoy gardening and DIY. In the past I was a keen footballer having played to a good standard at local level and as a youth represented both Flintshire Schoolboys at under 15 and under 19 level and also North Wales coast at under 18. Sadly, I can now only watch as the knees have worn out, but I do enjoy watching Premier League and International football.

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.