Bespoke and Compassionate Financial Advice

With Your Best Interests at Heart

How it All Works

My job is to ensure you are comfortable with every step of the process. To provide the best possible advice to my clients, I like to work with you on a face to face basis. I will come out and visit you at your home in your own environment, or you can come to our offices in Newton St Loe (surrounded by some lovely scenery).

Once a detailed analysis of your current situation is undertaken, and a strategy is developed, I will come back and visit you to explain my recommendation. There is no obligation.

Here’s a small example of questions I can help my clients answer:

Please click to see questions

Of course, everybody’s financial circumstances and objectives are completely different and unique to them. There is no singular or default strategy to an individual’s financial wellbeing and I’m here to help you get there.

Contact me today to Arrange a Free Initial Consultation

Bio

I am proud to be an award-winning and highly-qualified Chartered Financial Planner and Fellow of The Personal Finance Society, which is the very highest designation awarded by my professional body.

The reason I chose my career path is because I have a genuine passion for numbers, finance and economics. Even in my spare, time you may find me buried in a book written by well-known Economists!

I also love to spend time with my wife Sophie, exercise regularly at the gym, and enjoy the company of friends and family. I moved to Bath from Leeds in 2015, so I haven’t quite shaken off my northern accent!

I have a number of qualifications in my field that you may be interested in viewing below:

Please click to see my qualifications

Where I work

As I am a Financial Adviser based in the South West, I mainly serve clients along the M4 Corridor from South Wales, up to and including, London. I do however, have clients all over the country, so please do get in touch if you would like to discuss your situation.