
I provide wealth management advice to individuals and small businesses across Great Britain. My advice is tailored to meet your personal and/or business objectives.
I began my wealth management career on 26th August 1991, initially working for my stepmother, Pat Miller, as a Trainee Adviser with Allied Dunbar. We joined St. James's Place when the company launched on 2nd January 1992, and I became an Associate Partner in my own right on 1st April 1995 at our office in Elstree.
Some thirty years on and now as a Senior Partner at St. James's Place, I am keen to continue helping people achieve their financial planning aspirations. Please refer to the testimonials kindly provided by existing clients and, if you would find an initial appraisal helpful, please get in touch with me on 07885 195193.
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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 18/07/2024
The Partner 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.