I’m passionate about supporting my clients through the many challenges associated with financial planning. I do this by developing long term relationships to help turn their financial goals into reality.
I have worked in the industry for over 30 years. Prior to setting up my St James’s Place Practice, I worked for one of the leading and most recognised UK Life offices as well as building, floating and selling a regional IFA business. During this time, I gained a vast amount of experience and knowledge. My depth of knowledge proves very useful in my commitment to providing an outstanding service to my clients.
Through the provision of quality financial planning, I help to secure the financial futures of my clients and their families.
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.