I have over 20 years experience employed in financial services, providing professional advice and guidance in helping people make the most of their money and realise their financial goals.
As a Chartered Financial Planner I recognised that I could provide clients with a better service and the best possible advice in establishing my own practice and taking up the invitation to become a Partner of St. James's Place. I now concentrate on promoting the development of life-long client relationships through a more bespoke, personalised approach.
By delivering an excellent service, I am proud to offer high-quality wealth management solutions to help you look after your financial future and for those who are close to you.
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The Partner 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.