
I have held numerous positions within the Financial Services Industry for my entire working career. I worked and studied towards becoming a Paraplanner in my previous role, to which I then returned to the United Kingdom from South Africa and then endeavoured towards a St. James's Place Protection Specialist - a decade later, I am privileged to call myself a Financial Planner.
Here at, De Gruchy Wealth, financial well-being is at the heart of everything I do. I hold the hands of people from all backgrounds, sit down with them, and really get to terms with their aspirations and financial goals and what measures we can work towards, together, to fulfilling them.
I am incredibly passionate about protecting your family and loved one's futures. This can be defined as sudden life events, putting the right building blocks in place to protect your estate and providing you with the peace of mind for when retirement draws near. My philosophy is to navigate you through the up's and down's of life, creating a clear compass of where you're heading and stand firmly by your side for a lifetime.
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 06/08/2024
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.