
For the last 10 years as a financial adviser, I have taken immense pride in helping guide people to take control of their finances.
Before I became an adviser I worked outside finance, which means I remember what it's like when someone throws terms like ‘drawdown’, ‘asset class diversification’ and ‘fund allocation’ at you and expects you to just know what they mean.
My job is to translate that stuff into plain English, show you what your options are, and help you make decisions you feel confident about - not pressured into.
Many of my clients come to me with multiple pension pots scattered across old jobs, no clear picture of what retirement might look like, and a nagging feeling they should be doing something smarter with their money. I help them:
I enjoy helping people understand this and get excited and energised about their future.
Who I work with:
Successful professionals who are time-poor - company directors, self-employed people, freelancers in media and TV (an area I particularly focus on), and people who've tried other Advisers but they weren’t the right fit.
First meeting? No pressure, no obligation, completely confidential.
Let's talk about where you are, where you want to be, and whether I'm the right person to help you get there.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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 05/02/2024
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.