My desire is to build long lasting relationships with my clients that will enable them to confidently build and protect their own wealth based on my sound advice and high standards of service.
Much of my social time is now spent volunteering at Durham City Rugby Club and Durham City Cricket Club in various roles. I enjoy spending time with my three children and trying to keep active through sport.
I have worked in Financial Services and banking for over 20 years. I am a Fellow of the Chartered Institute of Insurance and have achieved the highest accreditation achievable with specialism in Pensions, Taxation, Long Term Care, Vulnerable Clients and Divorce. My business has been built by developing long standing relationships with clients and their families, focusing on wealth creation and tax planning with a high level of professional standards and trust.
The many years that I have worked in the Financial Services sector have allowed me to develop an understanding of my clients’ needs, whilst being able to bring a broad and varied knowledge in building solutions to meet their needs. I aim to provide sound financial advice grounded in detailed professional knowledge delivered in a way that is easily understood.
Great jargon free financial advice is achieved by having an open, honest relationship, between both myself and clients and in order to understand each other and get the best outcomes for you and your family. The longer the relationship, the more trust is gained with better results for you and your family.
I am always flexible to my clients’ needs and seek to exceed their expectations. Working closely with clients to understand their needs and giving them an awareness of needs that they are not aware of. “you don’t know what you don’t know”. Through regular reviews and contact I aim to ensure you and your family’s / lifestyle and future goals are achieved.
As an Associate Partner Practice of St. James's Place Wealth Management, Dracup Financial Services Ltd aims to give you the very best financial advice based on your personal needs.
• Protecting your family,
• Getting the best mortgage deal,
• Saving money
• Managing a pension
• Extracting profits from a business
• Taxation Specialist
Your home may be repossessed if you do not keep up with repayments on your mortgage.
We offer an excellent wealth management service which will help you achieve your goals
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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.