
With over 25 years of experience in the financial advice sector, including 19 years as a trusted Adviser, I have developed a deep understanding of helping clients achieve their financial goals. My extensive expertise ensures personalised, strategic guidance tailored to each individual's unique needs.
After over 25 years of advising in the financial services sector on an employed basis, I have embarked on my self-employed journey to provide a more personalised and dedicated service to my clients. My business focuses on delivering tailored financial advice with exceptional customer service as a top priority.
I primarily serve individuals and families looking for clear, trusted guidance to help achieve their financial goals. My motivation to start this business stems from a passion for building long-term relationships and ensuring my clients receive the attention and care they deserve. Looking ahead, my goal is to grow a Practice built on trust, reliability, and a commitment to helping clients secure their financial futures.
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 08/01/2025
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.