At the age of 16, I joined a Financial Adviser firm via a Youth Training Scheme in my home county of West Yorkshire. I continued with my education beyond the NVQ in Business Administration to become a fully qualified Adviser in 2001. Then in 2004, I joined Chapmans Financial and became a Partner of the Practice in 2006 and by 2019 I was the Managing Partner of Chapmans Financial.
As an advocate of higher professional qualifications throughout my working career, I am a Charted Financial Planner and a Fellow of the PFS, I also recently completed a master’s degree in Wealth Management.
Over the last twenty plus years, I have worked through many periods of volatility in the markets, seen a significant increase in higher regulation and still enjoy it! I have worked with so many unique client situations and found solutions to some very complex issues from the depth of knowledge gathered over the decades, passing on the reassurance that we have got your best outcome at our core, allowing our clients to focus on what makes them happy.
I married Heidi in 2019 and had our daughter Paloma in 2021, and we are expecting again in 2023. I hear the second one is easy!
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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.