My focus is on supporting people through the big life moments: approaching retirement, passing on wealth to the next generation, planning for the cost of care, or simply building long-term financial confidence for your family. I have a particular interest in later life planning - an area I believe is often overlooked, but one that matters enormously to families across our region as they think about protecting the people they love. Whether you're a pre-retiree reviewing your pensions, a business owner planning your exit*, or a family thinking about the years ahead, I bring the same thoroughness and care to every conversation.

Looking ahead, my goal is to build a practice that becomes a trusted, go-to resource for later-life and family financial planning across South Wales - one rooted in strong local relationships, professional introducer partnerships, and a genuine commitment to simplicity and trust. I'm looking forward to growing alongside the clients and communities I work with.

*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.