
Having worked within the financial services industry for over 20 years, I am passionate about the impact quality advice can have on client's futures. Bespoke advice is provided with a focus on the importance of trust that is built from meeting clients and understanding their key objectives and drivers.
I am based in Pattingham and are available to help those locally and throughout South Staffordshire, Shropshire, West Midlands 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.
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.