I provide financial planning and wealth management advice to individuals, clinicians and businesses. I don’t provide “off the shelf” solutions: all my advice is tailored to meet your personal and/or professional/business objectives. I ultimately strive to build lasting, long-term relationships with my clients.
As the Principal of Adeptio Wealth Management, I am an accomplished financial adviser with close to a decade's experience in Financial Services.
With degrees from both Manchester and Loughborough University, I spent the first 13 years of my working life in management consultancy where I delivered targeted business benefits across a range of Industrial sectors. I latterly joined Deutsche Bank’s Private Wealth Management in 2011, only to discover a genuine passion for Investing and Wealth Management.
Having obtained my Investment Management Certificate (CFA Level 4) I determined a career path away from discretionary fund management and into financial planning. This was made possible by achieving a Certificate in Discretionary Investment Management and a Diploma in Regulated Financial Planning. I am therefore utterly committed to ensuring that my industry knowledge remains cutting edge and place a premium on my continued personal development.
In order to offer the highest level of service our approach is based on four key components:
Understand all existing financial provisions
Build a clear picture of future needs/aspirations
Develop a tailored plan to help achieve those future financial goals/ambitions
Regularly monitor and report progress towards those goals/ambitions
It is on these building blocks, and the distinctive investment management approach of St. James's Place, that I strive to build lasting relationships with my clients. I provide face to face advice to private and business clients, medical clinicians and dentists and I provide specialist provision for those with complex pension planning, taxation and protection requirements within the NHS.
Outside of work I enjoy spending time with family and friends and occasionally kitesurf and/or cycle.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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 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.