I provide wealth management services to individuals and businesses in and around Leeds. I realise that whilst clients share similar concerns, they need solutions individually tailored to them.
I have been providing wealth management services to individuals and businesses since 2002. In that time I have found that whilst clients share similar concerns, they need solutions individually tailored to them.
Many have received financial advice in the past, however sometimes they can feel this is fragmented, complicated and no longer relevant, often having lost touch with their adviser.
Previously employed as a Financial Adviser and Stockbroker with the firm Edward Jones, I accepted the invitation to join St. James's Place Wealth Management in early 2010.
From my Leeds based office at Chancellor Court, The Calls, I work with a number of specialists to ensure my clients benefit from comprehensive and knowledgeable wealth advice. Being flexible is very important and therefore, home visit appointments are always an option.
When offering financial advice, I offer a service that I would personally hope to receive. I endeavour to cater for all levels of financial planning from investment and retirement planning to Inheritance Tax Planning. It gives me great satisfaction to help clients achieve their life goals and is why I enjoy my job so much.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner 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.