
I joined St. James's Place in February 2025 and I am a Chartered Financial Planner with over 35 years working in Financial Services. For the last 15 years plus as a Financial Planner I have been helping my clients achieve their personal and financial goals.
For over 15 years I have been helping individuals and business owners to grow their wealth, protect their assets and achieve their personal and financial goals. I specialise in tax efficient investing and retirement planning, helping clients to prepare for and enjoy their ideal retirement.
This includes advising on pension accumulation and decumulation as well as lump sum and regular investing.
My business has been built on establishing long term relationships through personalised financial advice and regular reviews.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount 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 04/02/2025
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.