
Passionate about helping people and business owners turn financial goals into reality.
A vastly experienced customer relationship & contract management professional, capable of cutting through complexity to deliver sound financial planning guidance & solutions to help you realise your personal or business financial goals.
Through a process of understanding both your ambitions and current situation, I aim to work closely with you or your business to
1. Help you to understand what your current financial Reality is
2. Help you make financial plans to ensure your future goals become Reality
I am here to help you plan for your future. Supporting you in your investment & saving goals be it for your own retirement, children’s education, securing your business's future, your parents’ care, or any other future goal you may have.
I help to turn these goals into REALITY through planning for consistent, medium to long-term returns, whilst also providing protection solutions to keep you, your family, and your business financially safe should the worst happen.
I can help make your wealth the asset it was always meant to be.
Let’s begin today!
The value of an investment with St. James's Place will be directly linked to the performance of the funds you selected and may fall as well as rise You may get back less than you invested.
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 19/07/2023
The Partner 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.