I started my career in the City of London working as an investment banker specialising in derivatives. I later transitioned into wealth management after returning to the North East in 2009 where I gained valuable experience as an investment manager at a global private bank giving investment advice to high net worth individuals.
I am a Chartered Fellow of the Chartered Institute of Securities & Investments and joined St. James's Place in September 2014.
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 20/06/2023
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.