
I have worked in the financial services industry for over 30 years and achieved the title ‘Fellow’ of the Personal Finance Society in 2018. I work closely with the Chartered Insurance Institute as a volunteer & have provided education talks in school. I am currently an education secretary for the CII.
The general purpose of advice is to bring you peace of mind, a plan for your financial future and the freedom and choice that you desire throughout your lifetime.
We specialise in retirement planning, helping you to understand what value your accumulated wealth can provide in your retirement years.
Because we feel that planning for your retirement is important and starting early is a priority, we are happy to discuss putting plans in place for business owners, individuals and children to help to formulate a plan for your financial future.
We offer an excellent wealth management service which will help you achieve your goals
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.
SJP Approved 15/07/2024
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.