
I aim to take away the frustrations of financial planning. I offer a holistic approach and build relationships based on trust to help me understand your needs in order to meet your financial goals and objectives.
I have been working in the financial services industry since 2003 and took a career change into Midwifery in 2008. I was fortunate enough to be accepted onto the St. James's Place Academy Program where I have successfully completed many exams to become Principal of an Associate Partner Practice of St. James's Place.
With personal and professional experience, you can be assured I possess the knowledge and experience that you need to be confident that you are in safe hands. My expertise covers the broad spectrum of financial planning and will help you and your business.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly publish a range of newsletters exclusively for my clients, including a WeekWatch bulletin and quarterly magazine, The Investor.
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 07/10/2024
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.