I joined Harty Ltd and St. James's Place in March 2017. Previously I worked at NatWest Bank for 6 years, the last 2 years I was the Private Banking Manager for the Tunbridge Wells area. I specialise in Pension Planning, Investment Planning & Life insurance advice. Along with having access to other areas of advice, such as Wills, estate planning and later life care. 

I help my clients with managing their pensions and investments, but most importantly, building a plan for their future and retirement. This is completed in the most tax efficient way. It is also important to preserve and protect what they do have, in the means of financial protection. 

I am extremely organised and professional, and a strong believer in the importance of ongoing advice and service in the form of ongoing reviews, which I conduct regularly with all my clients. 

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.