How I Help

A three-step plan, which starts with you

As we get older and our financial responsibilities and drivers become more complicated, it is essential to take a step back to refocus on not only your financial plans but also your life plans.

I celebrate those who have risked it all to start their own business.  I admire every individual who has worked hard to give themselves a comfortable lifestyle.  And I believe in rewarding you for that by making your money work harder for you.  Whether it’s raising capital, estate planning, or making changes in your career, I’ll ensure you have the financial knowledge you need to make your finances more than just numbers on a page, but dreams in the making. 

I offer honest, educated, and uncomplicated advice with you at the centre.

I very much look forward to explaining how I can help you individually and welcome you to get in touch.


Get in Touch

Our Clients

I work with clients from a solely personal or business perspective, or both.

No matter what stage you are at in your business or personal life, financial planning now can help you reap the rewards later.

I also work with many medical professionals who are looking to understand their NHS provided benefits such as death in service benefit and assessing whether their NHS pension will put them in the position they would like to be to have a comfortable retirement.



happy couple enjoying free time

Sovereign Wealth Limited 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 Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.