Chartered Financial Planner
MChem (Oxon) FPFS EFP
After graduating from Oxford University with a Masters in Chemistry I became an engineer and project manager in the Superyacht industry. It was an unusual career path for a chemist but a great opportunity to travel extensively and learn from some of the most talented people in their field.
It was my job as a project manager however that gave me the most satisfaction. I had to make sure people got the most from their investment and consistently achieved value for money. I loved the finer detail of what I did, and the personal interaction, but the ability to help people achieve their goals, albeit with a yacht, was the most rewarding.
In 2011, I decided to focus my career in this area and joined the Partnership of St. James's Place Wealth Management,one of the leading wealth management companies in the UK. The Partnership is dedicated to improving the financial future of its clients and I now work with individuals and business owners on a daily basis to help them achieve their goals. The quality of the advice and the distinct approach is well reflected in the awards the Group and Partnership have received over the years.
Personally, I am committed to ensuring that my technical knowledge remains broad and current to enable me to deliver advice of the highest quality. For this reason I became a Chartered Financial Planner as early as possible and a Fellow of The Personal Finance Society - the highest recognition in my industry. I place a strong emphasis on my personal development and this, along with the importance I place on developing solid relationships with my clients, ensures that I am able to offer a professional and principled service. Working with others is extremely rewarding and I am very much looking forward to the next 30 years.
Giving to people less fortunate than myself is also very important and I regularly give to the St. James’s Place Charitable Foundation - a charity at the heart of St. James's Place culture.
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