Working in harmony

A Financial Partner for Entrepreneurs

One of my areas of speciality is working with business owners to identify future goals, and put together a financial plan designed to deliver on those objectives.

Whatever the size or type of business you run, our approach is tailored to you. So whether you are starting out in business or you have years of experience behind you, you can be sure of getting the very best financial advice.

From managing your business financial plan on a day-to-day basis through to a business sale and plan for investing the sale proceeds, I look at every aspect of your finances and build an effective plan to help take care of your long-term financial security.

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A 360° Service

Access a wide range of support

As a business owner your time is dedicated to growing and nurturing your business.

By working with me, as your trusted Financial Advice partner, you can keep your focus on your business and know that the Financial Planning and Protection is in place to help you achieve your goals.

My ‘wheel of services’ is by no means an exhaustive list, but it gives an indication of some of the key areas I offer support in.

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Get in touch

Our team are ready to help, you can call direct on 0113 254 9666 or fill in the contact form and we’ll be in touch.


Sovereign Wealth Limited 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 Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.