
My mission is simple; helping my clients spend more time doing what is important to them, getting the most out of life and taking care of their loved ones.
With wide-ranging experience of constructing pension, investment and estate planning solutions for families and business owners, I am a strong advocate of both life and financial planning.
Following 3 years of working at a boutique financial planning firm constructing pension, investment and estate planning solutions for high-net-worth clients, I was invited to join St. James's Place as an Adviser of another Practice.
After 6 successful and enjoyable years, I took the decision to create Cunnington Wealth, and was offered the opportunity to join the St. James's Place Partnership. Now, with the flexibility and drive to enhance my service, I spend my time understanding what is truly important to my clients and help them plan and realise a better future for themselves and their families.
Specialising in retirement planning, business owners, company directors and intergenerational planning.
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 27/04/2023
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.