My business was established in 2014 when I accepted an invitation to join St. James's Place Wealth Management. Prior to this, I had worked in Bank Assurance as an agent for Halifax and latterly Nationwide Building Society for over 25 years.
Being based in Chesterfield, I am able to provide advice to clients across Derbyshire, Nottinghamshire and Yorkshire.
I have devoted the whole of my working life to helping my clients and their families, relatives, colleagues make the most of their money and realise their financial goals. Over the years, I have worked with the aim of achieving excellent client satisfaction, whilst gaining numerous qualifications and experience along the way.
I continually look for ways to enhance the level of service I provide to my clients. Due to my strong client focus I am able to build my business solely on personal recommendations, from both private clients and other like-minded professionals. My clients are always keen to recommend me to their family, friends and colleagues so they too can benefit from the highest levels of personal service and sound professional advice they have received themselves.
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.
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 that am I able offer a rounded, professional and principled service.
Outside of my business, the important things are my family, my friends, good food and wine, interior design, gardening, foreign travel and closer to home visiting my holiday retreat in Whitby.