I am a Lifestyle Financial Planner and the Managing Director of Opa Wealth Management Ltd. Joining St. James's Place in July 2018, I have more than 30 years of experience in the financial services profession. I specialise in retirement planning for individuals as well as working with business owners and helping improve their tax efficiency. A lot of clients can often retire earlier than they think by making more out of what they already have.

I am committed to building long-term, highly trusted relationships with my clients. I endeavour to really understand your individual needs and desires so that we can create plans to achieve both your immediate and long-term goals. I also pride myself on regular contact and communication with my clients including both face to face reviews and ad-hoc conversations when needed.

We work closely with other professionals such as accountants, solicitors and other financial services specialists to ensure that you receive the best advice available.

Our business is built on personal introductions, both from existing clients and from professional connections. Our clients regularly recommend us to their friends, family and colleagues so that they too may benefit from the sound professional advice they have received. You can find some of our client’s feedback on our testimonials page.

Outside of Opa Wealth Management I am married with two children who both swim competitively so I am regularly up before 5am - not through choice!! When I am not sat in a melting hot swimming venue I can occasionally be found hacking round a golf course, walking the dog or watching various sports.