After graduating from Leeds University I have spent over 10 years working within Financial Services. Red Oak Wealth Management was established in 2012 and I was delighted to accept an invitation for my firm to join St. James’s Place as a Partner Practice.
I am very much a client orientated adviser, and believe that face to face advice is incredibly important when developing a financial plan. I see my approach as one of problem-solving, rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
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 offer a rounded, professional and principled service.
Outside of my business I am a keen golfer, football fan and cyclist.