I help individuals and business owners navigate the changing financial landscape to fulfil the personal and professional future they aspire to.
With a background in marketing, communication and coaching I love building long term relationships with people, helping them to think differently and creatively solving problems to make their lives and businesses better.
After a decade in the wellbeing industry and having run my own business it's illustrated just how important good financial planning and wealth management is to our overall wellbeing - now more than ever.
I hope to help people achieve their ultimate dreams and ambitions by helping them understand their underlying beliefs and motivations and then layering the right financial planning advice on top.
We offer an excellent wealth management service which will help you achieve your goals
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 28/03/2023
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.