
With over 20 years’ experience in financial services, working within the consumer financial and institutional arenas, where the requirements of clients can be varied. I am committed in helping people plan their lives by mastering the skill of good money management. This can lead to improved budgeting and spending habits, better financial planning, goal setting, increased savings and reduced debt.
By utilising my experience and expertise I can help assist people in making better informed financial choices. I believe I can help people turn around bad financial habits and build a secure future.
I pride myself on offering a highly personalised approach, focusing on long term financial security by providing bespoke guidance, I help support clients in achieving their financial goals.
We offer an excellent wealth management service which will help you achieve your goals
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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 16/10/2024
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.