
I have been working in financial services since graduating from University in the Southwest and merged my business with the family business in 2013 when my father retired.
Having worked for 4 years in corporate banking I decided to move into financial advice over a decade ago and have not looked back since. Meeting people and helping clients towards their goals give me great satisfaction.
Outside of work I have a young family with 2 daughters who share my passion for anything water based. We enjoy spending time by the coast either walking in the winter or sailing in the summer months.
Planning for a secure financial future, be that for you, your family, or your business, is one of the most important steps that you will take. Creating a plan that can be adapted based on your changing circumstances in an ever-changing world is just as important.
As a Partner practice of St. James's Place, at Nuttall Wealth Management we can tailor a personal wealth management service designed with your short and long-term requirements in mind. We can help you reach your financial goals by offering you the appropriate advice and guidance now and in the future by checking that any plans you make now remain effective in the future regardless of how your circumstances change.
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 08/10/2024
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.