Since 1992 I've been helping clients based on regular contact, trust and delivering strategies that help them meet their financial aims. My past experience within financial services organisations has allowed me to gain a high level of expertise in financial planning and providing quality service.
After establishing myself as a highly respected consultant with my former employers, I recognised that I could provide clients with a better service and the best possible advice by establishing my own Practice. I achieved this by taking up the invitation to become an Associate Partner Practice of St. James's Place.
My success has been built on explaining complex products and planning in a way that allows my clients to make informed decisions with confidence. My areas of specialism include Investment Planning and Retirement Planning as well as all areas of Tax 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 07/11/2024
The Partner 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.