
I have extensive experience in finance spanning over 30 years, having worked as an Executive Director of cross asset proprietary trading at Goldman Sachs and other global investment banks and as a Finance Director. I offer expert face-to-face, specialist advice across a range of financial planning areas. Really getting to know and understand my clients enables me to tailor financial plans to best fit their individual circumstances and aspirations for the future.
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.
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.