I have devoted the whole of my working life to helping my clients and their families, relatives and colleagues make the most of their wealth and realise their financial goals. Over the years, I have worked with the aim of achieving excellent client satisfaction, whilst gaining numerous qualifications and experience along the way.
Being based between Sheffield and Chesterfield, I am able to provide advice to clients across Derbyshire, Nottinghamshire and Yorkshire. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, the important things are my family, my friends, going to the gym, good food and wine and foreign travel.
My core values focus upon providing my clients with an expert, professional service of unique quality, delivered with the highest levels of honesty and integrity, with one clear aim in mind - to help you, your family and loved ones achieve financial peace of mind, both now and in the future.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
We offer an excellent wealth management service which will help you achieve your goals
Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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.