About us

An investment professional who has worked within the asset management industry for 20 years, previously working for Newton Asset Management heading up the Global Multi Asset Dealing Team.

With a strong background in investment planning, this helps me to provide holistic, high level financial planning advice to individuals, families and business owners across many industries. With the aim of helping them to achieve their financial goals and aspirations.

My emphasis is on building strong, trusting, long term relationships with my clients, in an ever evolving financial landscape.

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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.

Orange Tree Wealth Management is a trading name of Orange Tree Wealth Management Ltd. Orange Tree Wealth Management Ltd is registered in England and Wales, Number 10752974. Registered Office: 2 Rhum Mews, Wickford, Essex, United Kingdom, SS12 9JU.