
With a wealth of industry experience and a strong people-focused approach, built up from working at The House of Commons, Dresdner Kleinwort Benson and BNP Paribas, I am passionate about the work I do for my clients. Through my office base in the City of London and living in Woodford, Essex, I am able to meet with clients in and around the M25 and Home Counties.
Having achieved my Diploma in Regulated Financial Panning in 2013, I further qualified as a Chartered Financial Planner and became a Fellow of the Personal Finance Society - the industry’s professional body for the financial planning profession in the UK. Through this I also promote and deliver financial education to the next generation as an “Education Champion” within schools.
My knowledge and qualifications enable me to provide a broad range of financial advice and I am accredited as a Specialist in Pensions, Inheritance Tax Planning and Later Life Planning which ensures that I am able to provide you with bespoke financial planning solutions across a wide range of areas.
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 16/06/2023
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.