Having worked for over 18years in Financial Services, I specialise in providing highly personalised and holistic financial advice that is tailored to reflect your individual circumstances.
Building long term financial solutions for you and your family.
I started my career in Financial Services in 2005 with Halifax Plc for 10years before deciding to start my own business in 2015. I was then invited to join St. James's Place in 2021.
Although I am based in Co Tyrone, I provide financial advice in Northern Ireland and throughout the UK.
I am passionate in giving face to face advice and enjoy meeting clients in the comfort of their own home or workplace. I understand how busy life can get, so I provide a more flexible appointment schedule to suit you. My diary is open to virtual and face to face meetings which can be pre 9am and post 5pm. Making it easier than ever to look after your financial needs.
I am committed to building long term client relationships based on trust and honesty. Together we can build your wealth to ensure it is protected through to the next generation.
We offer an excellent wealth management service which will help you achieve your goals
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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 10/04/2024
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.