Based in Brighton & Hove, I provide wealth management advice to clients both within the City, and more widely throughout the south east of England.
Prior to establishing JPS Wealth Management Ltd, I spent 27 years working in the financial services industry, having worked with major high street Banks. 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 am I able to offer a rounded, professional and principled service..
Outside of my business, I enjoy reading Non-Fiction and spending time with my family.
Charity is also important to me and I regularly donate my time to various Charitable Societies.
After graduating from University in 1993, I completed my Masters in Business Administration (MBA), specialising in Finance. Since then I’ve had 26 successful years in Financial Services , including twelve years as a Financial Adviser.
In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified as a trusts* and estate planning Partner. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority