Based in London, I provide wealth management and financial advice to clients mainly in the City and the south-east of England.
Including my time at Silver Tree Wealth Management, I have been with St. James's Place for over ten years, and prior to this worked in Shanghai advising expat directors and entrepreneurs. I have also held several roles in the wealth management industry including compliance functions for National IFA firms and insurers.
I established Silver Tree Wealth Management to maintain the core principles I have built up during a career in financial planning. I love to get to grips with my client’s personal and professional needs, help identify problems or risks, put together tailored solutions to address these, and regularly monitor what we have put in place.
I cover many areas, from tax planning, investment planning, and retirement planning, to Estate and Inheritance Tax planning, as well as the varied financial concerns of business owners. Identifying and helping to manage financial risks underpins everything I do, and will be core to all our planning.
With two decades of experience within wealth management, and the backing of St. James's Place, I can be confident that we can help you meet your financial objectives. My expertise covers the broad spectrum of financial planning and I can help you in a number of areas including:
Regular communication follows all the advice we give, to ensure that you are kept informed of issues that may affect your financial well being. As such we regularly make available a range of newsletters exclusively for St. James's Place clients, including WeekWatch - a weekly communication covering key market, economic and personal finance news, Budget reports, and a quarterly magazine, The Investor. This is in addition to regular review meetings and bespoke requests for information.
Outside of my business, I love spending time with my young family, and can often be found at sports events around the country!
Click on the accreditations for more information
The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.