I believe everyone should have the opportunity to plan and save towards their future as well as have peace of mind in having the correct protection. I make it easy for people to access information or contact me anytime, giving simple but professional financial advice.
After more than ten years looking after clients in my family accountancy firm and then running my own marketing company for a further ten years, it was a natural step for me to join St. James's Place Wealth Management as an Associate Partner Practice.
As well as looking after families, I am one of a few Partners who specialise in working with businesses advising on how to make tax efficient decisions and savings as well as ensuring the correct policies are in place to protect the company, but more importantly the individuals within it.
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.