I moved to Lansdown Place Wealth after 34 years with my previous employer in November 2012. The move was as a result of a fundamental change in the way that my former employer was intending to provide advice to my existing clients. I took the opportunity to team up with Graham Lewis (The Director of Lansdown Place Wealth Management) who I had worked with some years ago and am delighted that Lansdown Place Wealth have continued to believe in face to face advice and ongoing service. I value being part of a relatively small team within the wider St. James's Place Partnership which, I believe, gives me and my clients the best of both worlds.
My advice covers all aspects of wealth management, but in particular investment planning and long term care provision. I also am able to advise on retirement planning and wealth protection for the client and their family.
I fundamentally believe in building and maintaining a long term relationship with my clients and their families and aim to provide them with a source of trusted advice as their financial needs evolve over the years.
When not working I try to deny my birth certificate by playing football, tennis and golf on a weekly basis. Having lived in Frome for over 30 years, I greatly enjoy socialising with my family and friends both locally and wider afield.
Having worked in the Bank and Building Society sector for the last 20 years providing financial advice, I was pleased to join Lansdown Place Wealth in November 2012. I provide advice to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them the most.
My advice covers all areas of wealth management, including retirement planning, protection planning and investment planning. I also specialise in providing Later Life advice, including care fees planning. I am an Accredited Adviser with the Society of Later Life Advisers (SOLLA).
As a consultant of Lansdown Place Wealth Management my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Away from work I am a Youth Team Cricket Coach at Carsons & Mangotsfield Cricket Club which is very rewarding.