
Having worked in the financial services industry for over 25 years, my emphasis has been on maintaining long-term relationships with my clients, to provide them with a source of trusted advice as their financial needs evolve over the years.
I joined St. James's Place in 1999, I am a Chartered Financial Planner helping people in all walks of life by giving them uncomplicated, sensible advice on how to create, enhance and protect their wealth, including advice on mortgages, retirement planning, savings, and investment planning.
I enjoy working with and advising people on their financial planning, helping them to understand what plans they have in place and devising a strategy that will provide them with the funds and assets to meet their financial goals. I also provide mortgage advice; helping clients in a wide range of scenarios from buying their first home, remortgaging their existing property, to moving up the property ladder and building a portfolio of Buy to Let properties.
Clients often have similar aims or share similar concerns, but every client is different and therefore needs an individual solution to help them to achieve what is important to them.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
Some buy to let properties are not regulated by the Financial Conduct Authority.
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 16/02/2024
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.