I am a highly experienced Financial Adviser with 15 years industry experience. It had always been my vision to one day have my own Practice with my own clients. I researched several options and was pleased to accept an offer to join St. James's Place Wealth Management, where my vision has now become a reality!
With financial adviser numbers in decline and increased computer-based services being offered, it can be difficult to establish a relationship with an adviser you can trust. This is where Ballantine Wealth Management will make a difference.
After graduating from Nottingham Trent University with a degree in Business Management, I decided that a career in financial services would suit my passion for working with people and solving problems. Prior to joining St. James's Place Wealth Management, I had a successful career working for Lloyds Bank as a Financial Adviser and more recently as a Financial Planning Manager at Nationwide Building Society.
I am passionate about providing a professional service which will focus on my clients’ needs and aspirations. A personalised, bespoke approach can then be planned accordingly.
I am married to Svetlana and have two children - Milana and Maxim.
My interests include keeping fit, watching sport, and spending days out with the family at National Trust venues.
I am happy to be able to share my financial skills and experience as a Governor at my daughters school.
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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.