An Associate Partner Practice of St. James's Place Wealth Management
I am passionate about helping individuals take ownership of their financial destiny by making smart financial decisions. As a Chartered Financial Planner and Fellow of the Personal Finance Society along with an MBA in financial services and a fully qualified accountant from ACCA, I not only offer my clients the added security that they are being looked after by an individual who has satisfied the rigorous criteria to professional qualifications and ethical good practice but also a vast array of skills and experience to offer them a service of distinct quality, professionalism and expertise.
We offer an excellent wealth management service which will help you achieve your goals
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.