Since starting my career in 1984, I have always been proud to work in financial services and passionate about making a difference to customers financial lives. At Robert Kennedy Wealth Management you will find someone who has spent their entire career in banking, building deep, enduring relationships noted for integrity, trust and care.
As a Fellow of the Personal Financial Society and who also holds Chartered Banker status, I am here to serve and help you, now and in the future, with all financial matters; Helping you save to fulfil your long term ambitions and protect you and your loved ones appropriately.
As a Director for Lloyds Bank for over 20 years, I have acquired a wealth of Leadership, Management and Advisory expertise across a wide range of businesses and business disciplines during this time.
I have always had a passion to make a difference to customers financial lives, committed to being clear, consistent and honest in my advice and caring deeply to ensure they obtain the very best outcome for the long term. Now, as Robert Kennedy Wealth Management as a Partner Practice of St. James's Place, I am able to use my Chartered Financial Planner and Chartered Banker status to support with all financial matters and specifically help people save to fulfil their long term ambitions and protect themselves and their loved ones appropriately.
I know that my extensive banking and financial services experience can help my clients in a much broader way than might be expected.
And as an individual, I am certain that many of my business connections and long standing professional relationships will continue to trust me to care for their financial needs and recommend my advice to others that they may care about.
Since I began my career over 35 years ago, I have stayed close to the communities in which I live and work, providing charity, education and employment support. Being able to help build financial awareness sits deeply with me and It is something I am committed to continue from my offices in London and Essex.
These economic times have brought an absolute necessity for everyone to reassess their entire financial position and to reset the dreams and aspirations for themselves and their families’ future.
I remain committed and certain I can help.
We offer an excellent wealth management service which will help you achieve your goals
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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 10/01/2024
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.