The world we live in changes daily, with the impact of Europe and a Global environment affecting us all in every aspect of the way we relate to people and do business.
Following a successful career within the UK Financial Services Industry spanning many years which has included positions with a number of the most well-known and respected financial services organisations in the UK, an opportunity arose to become a Partner of St. James's Place Wealth Management. Following this, I was invited to join the company in 2006. This allowed me to continue my successful career within the UK Financial Services Industry specialising in meeting client financial planning needs.
With client relationships spanning many years, practical experience and professional qualifications support the basis of trusted client advice.
Professional specialist advice is available for Tax Planning, Trusts* & Trustees, Estate Planning and Retirement Planning for Individuals and their Families, Directors and Shareholders, Business Owners and Employees, those approaching retirement and those already retired.
The aspiration of my Practice is to help all those wishing to secure their financial future and protect what is most important to them.
*Trusts are not regulated by the Financial Conduct Authority.
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 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.