I grew up in Kilsaran, a small village in southern Ireland, where I learned early the value of community, trust, and understanding people. Those lessons didn’t just shape who I am - they guide how I work with clients today. I know financial planning can feel confusing or overwhelming, and many people aren’t even sure where to start. That’s where I come in: helping you make sense of your options, explore what matters most, and create a plan that fits your life, not the other way around.
My journey in financial services began at 17 as an office junior in Jersey. Over the years, I’ve built deep expertise across investments, pensions, protection, retirement, and legacy planning. But what I value most isn’t just technical knowledge - it’s the trust and connection I build with each client.
I love seeing clients gain clarity and confidence as we work together. Whether it’s building a strong investment foundation, protecting your family’s future, or planning for retirement, I focus on strategies that grow and adapt with you.
When you work with me, you’re not just getting advice - you’re gaining a Partner who will guide you every step of the way, helping you make decisions with confidence and clarity, so you can focus on what matters most in life. Together, we’ll turn uncertainty into a plan, and your goals into reality.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and can go down as well as up. You may get back less than you invested.