I founded the business in April 2009 when I joined St. James's Place with the support of my wife Diane. Since then the business has grown with the addition of my son in 2011 Christopher, who I am proud to say has now achieved DipPFS qualifications. He is now an important part of the business heading up our Mortgage Proposition.
It gave me equal pleasure when in 2016 my two daughters started working with myself and Christopher and have since taken over the administration of the Practice.
I have had 30 years’ experience in the financial services industry. My areas of specialisation are investment planning for retirement, post-retirement planning with a view to mitigating Inheritance Tax, and advising on the provision of long term care.
Our business is committed to building and sustaining long term relationships based on trust, superior service, and the quality of our initial and ongoing advice, which we place at the heart of everything we do.
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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.