Since I became a Partner Practice of St. James's Place, I have encompassed all aspects of wealth management.
Please feel free to contact me for any enquiries with no obligation
I entered the financial services industry when I joined a major high street bank in July 1979. In August 1986 I became a financial adviser and am pleased to say that I still advise clients that I have known since the late 80's. I am qualified with the Advanced Financial Planning Certificate specialising in investment planning, taxation and trusts and retirement planning. In the late 90's I appeared on satellite television "The Money Channel" as a financial adviser and also on radio with LBC and BBC Radio London.
Trusts are not regulated by the Financial Conduct Authority.
Click on the accreditations for more information
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.