I have worked in Financial Services since 1998. Since re-locating from Yorkshire to the North East. I worked with The Co-Operative Bank, Britannia Building Society, AXA Wealth and Arc Wealth Limited offering a home visit financial advice service. I have built a career on building long standing relationships with clients and their families, focusing on wealth creation and legacy planning.
The nineteen years that I have worked in the Financial Services sector have allowed me to develop an understanding and insight into my clients’ specific financial requirements whilst being able to bring a broad and varied knowledge in helping them construct solutions to their various issues. Added to this is a commitment to provide sound financial advice grounded in detailed professional knowledge delivered in a way that is easily comprehensible to all.
I meet with clients at their chosen venue and at a time that suits them. I will use the initial meeting to gain an understanding of my clients’ current situation and to discover what each client is looking for in a Wealth Manager/Financial Planning Specialist. I will provide an efficient professional advice service to build a foundation for an ongoing, client-focused relationship which I hope will eventually stretch across all the generations of the client’s family. I contract with clients in respect of the service standards they expect and I aim to fulfill this as a very minimum. I am always flexible to my client’s needs and seeks to exceed client's service expectations at each stage of life and at every change in circumstances.
I am married to Deborah, we have been together over 21 years and have 3 beautiful children. Much of my social time is now spent coaching and volunteering at Durham City Rugby Club, Cricket club and Durham United. As treasurer of the Rugby Club I raise funds to develop sport in the community.
As an Associate Partner Practice of St. James's Place Wealth Management, Dracup Financial Services Ltd aims to give you the very best advice based around your personal needs. We offer a full range of financial advice, helping you to make your money grow. We will give you the right advice and information to enable you reach your goals. Our promise is to treat you fairly at all times whilst delivering a great service with down to earth jargon free advice.
We truly aim to provide a friendly service built on high professional standards and trust.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.