
With over 34 years’ experience as a Financial Wealth Planner and Adviser, I have an in-depth knowledge in how best to help clients achieve their personal objectives.
My philosophy and focus are to provide my clients with a personable, face to face advice service to help them have a better understanding of their current financial position, in relation to their future aspirations and financial needs.
My service is underpinned by honesty, transparency, and a commitment to provide ongoing reviews to ensure their goals remain on track.
Consequently, I am a firm believer in the importance of building solid relationships and treating each client uniquely and as I would expect to be treated.
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.