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. Servicing the Portchester & Port Solent areas and South Hampshire.
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
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 06/06/2022
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.