I began my career working as a qualified Mechanical Engineer and later moving on to working in Financial Services, managing a large insurance brokerage, before moving on to a career providing quality financial advice.
I recognised that I could provide clients with a better service and the best possible advice by setting up my own business.
We offer an excellent wealth management service which will help you achieve your goals
I have taken advice from no less than four financial advisors over the last five years. With just pension planning and life insurance to begin, it is easy to forget the huge impact these choices will have later in my life and subsequently on my daughter's life. All of the previous advisors I spoke...
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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.