After graduating from Cardiff University in 2011, I played 4 years of professional cricket with Glamorgan CCC. Having moved careers due to injury I understand the importance of preparing for the worst case scenario.
As a representative of St. James’s Place Wealth Management, my offering is 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.
I have recently passed the St. James’s Place Later Life Planning exam.
Outside of my business, I have a keen interest in football, rugby and cricket.