Having started my professional career in financial services back in 1995, I am now putting my wealth of experience and understanding into serving clients directly with the aim of delivering the best possible outcomes for them. As a professional Financial Adviser I dedicate myself to helping individuals, families and businesses to achieve better financial futures enabling them to enjoy the lives they want to live.
Meeting with me will be the catalyst for positive change and through our relationship I believe you will benefit both personally and financially.
Specialisms: Retirement Planning, Long Term Care, Estate Planning, and advising Business Owners
As an experienced Financial Services professional, I guide and advise clients as we navigate the journey together towards their personal and financial goals. I do this by combining my professional and technical competence with my authentic desire to understand and help others. In short, I facilitate and deliver positive meaningful change in the personal and financial lives of my clients.
My approach is based on listening very carefully to clients, taking the time to get to know their world, their concerns, their goals; and then working together on a plan to achieve what they want in a way that's easy to understand. Areas that I have chosen to specialise in, where I can make a real difference, include Retirement Planning, Long Term Care, Estate Planning, and advising Business Owners.
Having become an Appointed Representative of St. James's Place I can access a huge array of additional resources, all of which are geared towards helping clients achieve the personal and financial well-being they seek.
As part of my Professional Development I have been awarded the status of Chartered Financial Planner by the Chartered Insurance Institute. In short this means that I have made a public commitment to professionalism and to maintaining standards of excellence in qualifications, ethics, business practices and professional development. Quite simply, it’s about dealing with a professional, someone with integrity, someone you can trust.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 23/11/2023
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.