I have over 20 years’ experience in the financial services industry, the majority of which has been spent delivering face-to-face advice and building long-term relationships with clients.
I am a keen golfer and play off a 12-14 handicap, which improves during the summer months, usually! I have 4 children ranging from school age to post university to living in Australia, they take most of my spare time as they play a variety of sports and social clubs ranging from netball to rugby (dad’s taxi). I enjoy traveling, I have a world map and the ambition of my wife and I, is to see as many different countries as possible.
I started Campton Wealth Management as I wanted to make a difference to my clients and their financial position in the best way I possibly can. Wealth management advice is to make your money work as hard as it can for you, including making the most of any tax breaks available. Establishing and reviewing trusts, complete personal risk management planning, short and long-term savings and investments goal planning.
I have in-depth knowledge about the NHS and the benefits associated with the NHS. I have worked with individuals and businesses across a wide range of industries from start-ups to high level professionals. With the Diploma for Financial Advisers and the experience I have, I can provide a comprehensive and knowledgeable wealth management service to my clients.
Trusts are not regulated by the Financial Conduct Authority.
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.