At Court View Financial Planning Ltd, our job is to guide you to a secure financial future.
Handling your finances shouldn't be complicated, so we believe in a clear and direct approach with no financial jargon.
We can offer advice on pensions, investments, protection both personal and business and also inheritance tax planning.
I have been working in the financial services industry now for over 20 years. Prior to joining St. James's Place, I spent 15 years working in a stockbroker called The Share Centre. 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 I am able to offer a rounded, professional and principled service.
Outside of my business, I am a keen golfer, enjoy playing cricket and also spending time with my young family.
Charity is also important to me and I regularly contribute and participate in events, the British Heart Foundation and the St. James's Place Charitable Foundation, two of the charities closest to my heart.