My job is my passion and I love to meet clients and get to know them on a business and personal basis. My advice is tailored to meet your personal and/or business objectives.
I have worked in financial services for over 30 years and provide broad based advice, mainly to directors in the eye care industry, business owners, company directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.
My Advice covers a lot of areas, but specialising in Retirement planning, Protection Planning, Savings & Investment planning, Helping Business owners achieve their financial goals and Residential, lifetime and buy-to-let mortgages
As a Partner Practice of St. James's Place Wealth Management based in Bournemouth (but with clients across the whole of the south), my emphasis is on maintaining a long-term relationship with my clients and to provide them with a tailored source of trusted advice as their financial needs evolve over the years.
If you think you could benefit from a non obligation financial review then please contact me to arrange a meeting.
Your home may be repossessed if you do not keep up repayments on your mortgage.
To understand the features and risks associated with lifetime mortgages please ask for a personalised illustration.
Some buy to let mortgages are not regulated by the Financial Conduct Authority.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.