I am a Partner Practice of St. James's Place and love to help my clients to have a financial plan to accumulate and decumulate their finances in the most effect tax solutions possible.
I have worked in financial services since 1995 and made the jump to self employment in 2006. Most of my clients tend to be either in retirement or desire to retire. This is the area of financial planning I would say I get the most satisfaction from.
My typical client will come into the office with a pile of paperwork that they don't understand. My goal is to break it all down and explain to them in simple terms exactly what they have and how it will benefit them in retirement.
I take my clients on a journey by painting a picture of where they are now and where they will be in the future using the latest financial planning software.
I have a heart for helping others and I am a deacon within a local Christian church where I am involved in encouraging and supporting those in need.
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 15/10/2024
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.