My philosophy focuses on you, maintaining a long term relationship to help you to achieve your objectives. I work with professional business people from investment banking and lawyers, to entrepreneurs and company directors.
Most of my clients' ultimate goal is to achieve and then maintain Financial Independence, meaning 'Work is optional and your lifestyle affordable'.
I specialise in meeting your financial needs by providing you with a professional, personalised, trusted and long term relationship based service.
I have worked as a Financial Planning Consultant since 1988 and in May 1998, I was invited to join as a Partner of St. James's Place. This enables me to draw on the resources of a highly respected and successful organisation.
I have helped many people to achieve or get on track for this.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 09/04/2024
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.