I have been in the financial services sector for over 35 years, and I am now providing financial advice as a Partner Practice of St. James's Place. During this time I have helped my clients towards achieving many of their financial goals and objectives.
I have lived in Swaffham for most of my life and I am married to Sally (Co-Director) with one son, Ben. When not working I enjoy playing golf and take a keen interest in other sports and classic cars.
In 2009 I achieved my Diploma in Financial Planning, and since joining St. James's Place in 2010 have continued my education so that I am more able than ever to provide you with top quality advice and the service to match.
In 2016 Sally and I took the decision to increase the size of our business and now have grown our Team to include Hayley.
In our business we do not believe that a “one size fits all” approach is appropriate when making financial decisions about your future, and for this reason we will spend much of our time getting to know you and understanding your current and potential future situation and objectives for the future. This will allow us to provide tailored advice and an ongoing review service which is unique to your needs.
We are committed to building a long term relationship with you and very much part of the advice and service that I will provide you with is a review service which takes account of any changes in your personal circumstances, and potential external influences such as changes in taxation or legislation that may impact on your individual situation.
I offer face to face advice, which can take place in our office, the comfort of your own home or business at a time that is convenient to you. I believe that this service is becoming increasingly rare in today’s market place.
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.