About me

Founded in 2021, 1894 Private Wealth was established from a passion and desire to provide first class financial planning to businesses and private individuals.

I pride myself on truly putting my clients at the centre of everything I do. I understand that everyone is different, which is why my advice is truly bespoke to meet your individual needs.

On top of my personal and tailored approach to financial planning, 1894 Private Wealth has the backing and support of St. James's Place. Clients can be confident in my ability to provide them with unique financial plans that will continue to evolve with their ever-changing lives and businesses.

1894 Private Wealth takes great pride in being a resource for financial education, creating regular free content via social media pages. I know that finances are difficult and complex at times which can create an emotional strain on an individual, family or business. This is why I am passionate about financial education and the content I provide on social media. My aim is to improve the financial literacy of the local communities and help people to make sound financial planning decisions.  

1894 Private Wealth is built on values such as integrity, respect and transparency which I believe is fundamental to successful long term financial planning.

I am here to support you with all your financial planning requirements big or small. Offering you the benefit of building a trusting long-term relationship with someone who is there with you for every step of the journey.