
Life can be busy and complicated enough without having to worry about planning your financial future, or keeping it on track! I am here to help you, your family and your business with all your financial planning needs.
I am based in Dorset, Southwest England, but I'm happy to work further afield. Finding the right financial adviser is very important; someone you can trust and who you can work with. Give me a call or an email and let's have a coffee chat to see if we are a good team for your finances.
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.