As a Partner of St. James's Place, my focus is on you and on achieving or maintaining financial security for you and your loved ones. Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to help satisfy your needs both now and in the future.
I have spent in excess of 30 years helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised Insurance companies gaining qualifications and experience along the way, including The Chartered Insurance Institute’s Financial Planning Certificate and Diploma.
In 2005, I recognised that I could provide clients with a better service and the best possible advice by joining the St. James's Place Partnership. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside of my working life, I love spending time with my family, my wife Sally and my daughters Ciara and Charlotte and I coach rugby, promoting the game for girls of all ages across Oxfordshire.
As a Partner of St. James's Place, my focus is on you and on achieving or maintaining financial security for you and your loved ones.
Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.
If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
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 11/04/2024
The Partner 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.