
Financial Wellbeing is at the heart of everything I do.
My aim is to achieve a working relationship where I truly understand my clients deepest thoughts, wishes and concerns.
I am also very passionate about gender equality and the need for women to have a seat at the table when discussing all matters of Financial Wellbeing.
You will benefit from a single relationship for all of your financial planning needs. I do not provide off the shelf solutions. I strive to offer the very best service and aim to develop a long-term relationship.
I aim to deliver my commitment by:
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you 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 22/10/2024
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.