I started my career in the financial sector in 2005 in my home country of Australia. I adjusted my focus to personal Finance in 2009, joining a Sydney based financial planning practice before moving to the UK in 2011. Upon moving to the UK I took up a role as an Independent Financial Adviser. I subsequently joined St. James's Place and Gregor Howitt Wealth Management in 2015 as a Financial Adviser as I was excited to offer a local service that came with the professionalism and broad range of products and services that only a company the size of SJP can offer.
In November 2020, I was able to take the next step and was appointed Director along with my wife Diane as co-Director. Since purchasing the Practice in 2020 we have both enjoyed continuing to building our client-centred business, where our focus continues to be on building long-term relationships with our clients. From private individuals to business owners, I am passionate about providing an excellent service to our clients from all walks of life.
I specialise in holistic wealth management. This allows me to help clients more broadly whether this be building and preserve wealth, manage cash and borrowings, or protecting client’s and their financial circumstances.
I firmly believe that Latitude Wealth Management provides the opportunity to offer clients a bespoke and professional service, tailored to each individual’s personal needs and financial goals. It is important to me that the whole team are committed to keeping our clients central to everything we do.
Although I am based in Kirkwall, I am, of course, available to Aberdeen clients as and when required.
Away from work, my three young children keep me busy. Like many Australians, I have a passion for sport and the outdoors, with the rugby boots still getting a dust off from time to time.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.