
I appreciate that all clients are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you. The overall aim of my Practice is to help all those wishing to secure their financial future.
I have devoted over 25 years to helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised financial institutions including High Street banks gaining numerous qualifications.
I saw that I could provide clients with a better service and the best possible advice by setting up my own Practice, becoming a Partner Practice of St. James's Place as part of the process. Now I promote the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
In addition to personal wealth planning advice, you can rest assured that with nearly a decade of working within a corporate wealth management environment, I have the knowledge and experience that you need to be confident that your business is in safe hands as well as the personal financial affairs of you and your families.
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 25/04/2024
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.