I have worked in Financial Planning for over 20 years, of which the last 12 have been with St. James's Place in both the UK & UAE. I work with a broad range of clients and continue to enjoy supporting them to achieve financial freedom through trustworthy, knowledgeable financial advice.
After spending 10 years at a high street bank I set up a Financial Planning business with St. James's Place in the UK. Based out of Blackburn, Lancashire, we continue to support our clients through our high quality, knowledgeable and friendly team.
After researching and understanding the Financial Planning needs of expats living in the UAE my family and I took the decision to relocate to Dubai. Navigating our expat clients through their financial journey whilst always focusing on their long term future has proven invaluable. The majority of our clients make the move to the UAE to provide a better future for their families, clearly high quality financial planning goes hand in hand with this objective.
At home I'm married to Charlotte and Dad to Bertie and Elsie. As a sporty, outdoor family, Dubai fits our needs perfectly and we feel fortunate to call it home.
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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.
Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.