
I take away the frustrations of financial planning. I offer professional and personal attention with over 20 years of experience to help meet all your financial goals.
I have worked in financial services for over 28 years and provide broad based advice, mainly to personal clients helping them with practical solutions to the financial issues that concern them most.
I help my clients identify their medium- and long-term financial goals and tailor my advice to cover all areas of wealth management, including, retirement planning, wealth protection, and investments. We build our relationship through regular meetings where we monitor and review plans and objectives to check they continue to meet their needs.
As a Partner Practice of St. James's Place based in Elstree, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice along with a first class service as their financial needs evolve over the years.
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 17/09/2024
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.