
I provide wealth management advice to long-standing clients, their family and friends, and also extend a welcome to new clients.
I was invited to join the St. James's Place Partnership in 2002 having previously enjoyed a successful career in Banking and Investment Consultancy at National Westminster Bank.
Over the years many clients have benefitted from regular reviews with me to ensure their savings are well managed and growing in a tax-efficient manner.
My aim is to maintain long term trusted relationships with my clients and to help them build up their capital via Investments and Pensions with St. James's Place.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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 21/02/2024
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.