My aim is to become your trusted adviser, helping you achieve your life goals by working with you to create a high quality, personalised financial plan. As a veteran and business owner I understand the need for continuity and trust especially when time is short.
My mission is to help busy professionals build financial confidence and resilience through forming a robust, detailed, highly personalised plan. I am passionate about providing an enjoyable financial planning experience whether you are looking to build, grow, protect or preserve wealth.
My vision is to create a community of empowered professionals who share knowledge and skills developing strong, lasting and trusted relationships.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, 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.
SJP Approved 16/11/2022
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.