For over 20 years I have helped my clients create and grow their wealth. I do this using a simple process of understanding you, your current circumstances and your personal goals and assisting you in investment planning and financial services, through utilising a financial modelling tool which brings your financial planning journey to life.
Based in Singapore, I provide wealth management advice to clients. Prior to joining St James’s Place, I spent 10 years working in financial services in the UK. 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.
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 to offer a rounded, professional and principled service.
After graduating from University in 1999, I completed 5 very successful years at Lloyds TSB Private Banking where I gained great experience and also achieved my Diploma in Financial Planning. Subsequent to Lloyds TSB Private Banking I spent 5 years at an Independent Financial Advisory firm.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as a pensions planning Partner. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning and Retirement Planning.
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 runner although not very fast!
Charity is also important to me and I’m head of The St. James's Place Foundation in Asia which is the charitable arm of St. James's Place.
We offer an excellent wealth management service which will help you achieve your goals
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Members of the St. James's Place Partnership in Singapore represent St. James's Place (Singapore) Private Limited, which is part of the St. James's Place Wealth Management Group, and it is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore).
Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851.