In 2018, I established SMJ Wealth, an Associate Partner Practice of St. James's Place.

This approach aligns completely with my vision to provide my clients with ongoing financial peace of mind. I recognise that financial planning is not something that was taught at school and can get pushed to the back of priority lists. It can become complex and is constantly evolving.

Since the inception of the business, I have focused on providing each one of my clients with a professional service that is tailored to their circumstances. Taking the time and care to ensure each client’s individual needs are being met and putting in place financial planning strategies that can span several generations.

I use specialist tools to help map out the clients’ future goals, which allows me to easily feedback the outcomes. This allows me to focus on these goals to help clients achieve the desired outcomes during our Financial Planning meetings.

I provide advice covering the areas:

• Investment planning
• Estate and inheritance through intergenerational planning
• Retirement planning
• Protection and life cover needs
• Mortgage Planning

 In September 2023, I achieved the Level 6 AdvDipFA qualification and Chartered ALIBF Status.

During this study, I have developing specialist knowledge on Tax and Trust, Managing Investments and Long Term Care . This helps when planning individual and corporate financial plans for clients.

Away from work I have always been a keen sportsman. My main focus when I was younger was Rugby, where I gained Student International honours and played at the Student RWC in Rome 2000. I also played for a number of South Wales Rugby Clubs in the Welsh Premiership and Championship.

Now I enjoy watching my children play Sport - Basketball, Football and Rugby along with keeping fit at the Gym and spending time outdoors walking with my Golden Retriever, Maple.

Your home may be repossessed if you do not keep up repayments on your mortgage.