I have been advising since gaining competency in 2000, through a rigorous process at William M. Mercer (now Mercer Private Clients.) Undertaken various professional qualifications and still taking the odd exam to broaden knowledge. After joining the Executive Solutions Team at Mercer, I went on to advise senior executives on financial planning, share options, compensation, retirement options and IHT planning. In 2006 I left to join what was then known as DJH Financial Solutions. It was rebranded to DJH Wealth Management and following the merger with Mitten Clarke Wealth, became known as Wealth Experts Ltd. As MD and latterly joint MD, this became a top 100 firm and runner up in the Chartered Financial Planner awards. I left in 2024 to set up a new company - RJ Asset Management. 

I continue to advise clients under the new business, leveraging technology to drive a very different client journey which is more engaging, and ensures clients have a vision for their future, a plan to make it happen and a supporting world class investment proposition.