I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
Our office is now open in accordance with government safety guidelines however we can offer you an online meeting. We will continue to service existing accounts and will be in touch if anything needs to be done. Should you have any queries please feel free to call me on my mobile 07841665806 or email me at email@example.com. Chat soon and stay safe.
Based in Newry, I have been working in the financial services industry for over 15 years. I provide financial advice to clients both locally and nationally.
Fundamentally I see my approach as one of problem-solving for the client. At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As a result, my clients can expect to receive the most appropriate advice at all times.
Outside of my business, I am very involved locally with Newry Credit Union, Newry Chamber of Commerce and Newry & Mourne Swimming and Water Polo Club.
We offer an excellent wealth management service which will help you achieve your goals
Enter your email address and register or update your existing email preferences.
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.