I am Director of VT Wealth Management Ltd, a Partner Practice of St. James’s Place Wealth Management, having worked in Financial services since 1999.
I was delighted to accept the invitation to join St. James's Place in 2015 to enable me to continue to offer my clients a bespoke, tailored, face to face professional approach across a range of excellent financial products and services to help meet their individual goals and aspirations that includes areas such as Investment Planning, Inheritance Tax Planning and Retirement Planning.
I previously enjoyed over 15 years with the Royal Bank of Scotland as a Senior Financial Planning Manager within RBS Independent Financial Services and Specialist Advice. During my banking career, I was a specialist within Private Client and Business & Commercial Client sectors.
I am focused on building and developing long lasting personal relationships with my clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services offered.
I believe that it is crucial that my clients are kept up to date with legislative changes and this can only be achieved by building trust and understanding through regular contact and reviews. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
I hold the Diploma in Regulated Financial Planning, Certificate of Mortgage Advice and Practice and I am an accredited Pension Specialist which includes all aspects of advice around Money Purchase and Defined Benefit Schemes. I am also accredited in Later Life Planning and currently working towards Chartered Status.
I am married to George, have three grown up children, and blessed with three grandsons - Louis, Luke and Alfie. I enjoy holidays in the sun and walking my dogs Rolo and Darcy.
