I began my career in banking 15 years ago and feel lucky to have worked all over the world in my role as International Commercial Director, being based everywhere from Shanghai to the East, Boston and New York to the West, and Hyderabad and Singapore to the South. We have now returned to our roots in the North, Talkin Tarn near Brampton to be more precise. This background ideally places me with experience and perspective when making balanced financial decisions for my clients and their own business interests.
15 years in bank and building societies have taught me that the big institutions don't always offer the advice and service my clients need. This leaves hardworking people few options on the high street when they need trusted advice on their pensions, investments, and other financial planning needs.
Together with Haley and our support services team at Tarn Wealth Management, we strive to offer our clients private wealth management founded on excellent service standards, quality and integrity, all of which provide peace of mind. It is through this approach that we look to constantly grow through personal introductions and recommendations across the North of England, Scotland, and wherever our clients require.
My life outside of work is all about Haley and our two children, Billy and Jimmy. Until recently we had no garden so spent our spare time walking in the Lakes and at Talkin Tarn Country Park. We feel very lucky to have been able to move next to Talkin Tarn and now spend what spare time we have working on the garden with the pets and chickens.
He has provided me with an exceptional, professional service. Offering advice and guidance in a positive and supportive way. Always answering my questions clearly and accurately. I would not hesitate in recommending him. An absolute first class service in every way.
The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.