I began my career in financial services at the age of 19, joining Bradford & Bingley Building Society. I quickly qualified and became one of the youngest advisers in the main Bradford branch. That role marked the start of what has now been a career spanning over 30 years in the industry.
Throughout that time, I’ve worked on both sides of the fence, as a financial adviser and as a Business Development Manager, where I was responsible for educating advisers on pensions, investments, and protection products. I also spent a decade running my own recruitment business, headhunting high-net-worth professionals for life companies and IFAs across the UK.
After being diagnosed with cancer and taking time out of work, I made a conscious decision to find a firm that shared my values and where I could truly make a difference. I joined Cameron James in November 2024, and in all my years in the industry, I’ve never worked for a company so genuinely transparent and committed to doing exactly what it promises.
Undergraduate Degree:
Benton Park Grammar School – 2 x A levels
Professional Qualifications:
LIBF – Statement of Professional Standing (2025 – 2026)
Years of Experience as an IFA: 30 Years
Primary Specialist Areas:
As a Financial Adviser, I’m dedicated to helping individuals and families achieve their financial goals and build a secure future. My approach is centred on forming lasting relationships built on trust, transparency and integrity.
Whether you're preparing for retirement, growing your investments, or protecting your legacy, I provide tailored, comprehensive financial solutions that are aligned with your personal goals. My aim is to give clients clarity, confidence, and peace of mind as they navigate each stage of their financial journey.