I am a farmers son from the Brecon area and a keen sportsman in the past having represented England students in rugby, while at Chester College and Ebbw Vale, Swansea, Breconshire and Penguins RFC at senior level prior to the days of regional rugby in Wales.
As an experienced Financial Planner having been in Financial Services since 1984, I provide professional, holistic financial advice to individuals and business owners, to help align their finances with what’s most important.
I work closely with clients to create and implement financial plans to help them achieve the future they want for themselves and their families. My knowledge and expertise, combined with that that of other specialists at St. James’s Place, allow me to implement and review bespoke financial plans for clients to ensure their objectives are met in an ever changing economic environment.
My advice covers all areas of wealth management and financial planning, including, retirement planning, wealth protection and investment planning.