Based in Buckinghamshire, I provide wealth management advice to clients both within the area, and surrounding counties but will also travel anywhere in the UK to provide advice.
I have been working in the financial services industry now for over 20 years. Prior to joining St. James's Place, I spent 15 years working in a stockbroker called The Share Centre. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I am a keen golfer, enjoy playing cricket and also spending time with my young family.
Charity is also important to me and I regularly contribute and participate in events, the British Heart Foundation and the St. James's Place Charitable Foundation, two of the charities closest to my heart.
We offer an excellent wealth management service which will help you achieve your goals
I had the pleasure of working with Nick for a number of years at his previous employer. During that time I always found Nick to be hard working, diligent and good fun too! I am sure that his success will continue at St. James's Place and am more than happy to recommend Nick whenever the opportunity ...
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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.