I enjoy building relationships based on trust, gaining an understanding of your needs and aspirations. Having over 12 years experience in helping clients to achieve their financial goals and specialising in later life planning and advice, I will work closely with you to build a financial plan for the future.
I am a Chartered Associate of the London Institute of Banking & Finance, and a fully Accredited member of SOLLA, the Society of Later Life Advisers.
I pride myself on providing a bespoke face to face personal service. Starting with a no obligation review, I will help you to take control of your finances, and help you achieve your future goals. Please contact me for more information.
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.