Based in Staffordshire, I provide wealth management advice to clients both within the County, and more widely throughout the rest of the U.K.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
We find the fact that many of our clients have been with us for over 25 years testifies to the quality of our service. Indeed, I have now started to look after the wealth management of the children of some of my clients.
I intend to keep providing financial advice for many years to come and look forward to reaching retirement along with many of my clients. It is my hope that one day my children may decide to join me within the Practice.
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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.