From my offices situated in Exeter, I extend a warm welcome to individuals, families, and businesses seeking a dedicated, reliable, and trustworthy Financial Planning service. My aim is to help clients identify, plan and establish goals for achieving their ideal ‘Financial Wellbeing’ aspirations while maintaining their desired quality of life. As well as face-to-face meetings at either my office or clients’ homes or workplaces, I am also happy to meet clients on-line, through Microsoft Teams or Zoom.

I am committed to taking the time to get to know you, to put you at ease and to understand your individual circumstances, dreams, goals and aspirations. I aim to work closely with you over the long-term to develop the best tailored, forward-thinking financial solutions to support you in securing, protecting and making the most of your hard-earned money whilst also protecting the things that matter the most to you.

I do this by offering a comprehensive range of services and investment solutions: Protection, Pension Planning, Investment Planning, Planning for the Retirement you want, Access to Discretionary Fund Management through Rowan Dartington, a wholly owned subsidiary of St. James's Place and Estate Planning. 

Over and above this, a friendly, highly knowledgeable service, excellent customer service, attention to detail, regular communications, annual reviews, are all aspects of our service you can expect to receive and rely on. 

The value of an investment with St. James's Place or Rowan Dartington may fall as well as rise. You may get back less than the amount invested.