
Following a 25 year career in financial services I now help individuals, families and small business owners in and around London and Surrey. By listening to and understanding my client’s financial needs, concerns and aspirations we then build a comprehensive financial plan and work together over time delivering on those goals.
I work with individuals, families and small business owners who are busy juggling lots of priorities and give them the reassurance that their financial plans are in safe hands. This gives my clients back the valuable time and freedom of mind to focus on enjoying life.
I work tirelessly in my client's best interests and am there to help them navigate through life's financial journey. I simplify and demystify the jargon and help them build clear and understandable plans which we work on together.
I am upfront where I am not needed and indeed when I think I am! I love developing long-term relationships which have turned into friendships where they weren't already. The main reason why I love doing this is working with great people and the satisfaction of seeing them achieve their financial goals.
We offer an excellent wealth management service which will help you achieve your goals
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 07/08/2023
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.