
I focus on building and maintaining long term, trusted relationship with clients, showing distinct quality, integrity and excellence in the field of wealth management. The level of satisfaction may be judged by the fact that most new clients are personally recommended by existing clients.
I have been advising clients in the personal and corporate financial services sector since 1992. I am the Principal of a Partner Practice of St. James's Place. The comprehensive wealth management service offered is thoroughly professional, strictly confidential and covers all aspects of financial planning.
I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances can be more complicated.
I have specialised in offering expert advice in all aspects of financial planning for over 20 years.
With an ever changing environment and changing client circumstances, I feel that it is essential to set up bespoke financial plans for clients which aim to achieve their goals, and, more importantly, to review these plans regularly to monitor if they can remain current and relevant.
Because of my strong client focus, the business is built mainly on introductions, both from private clients and from other long-standing professional relationships. Clients are keen to recommend us to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
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 17/12/2024
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.