I offer clients tailored financial planning advice. I look forward to working with you as a trusted Partner guiding you through your financial journey. A background in business ownership and a passion for finance gives me the expertise and experience to successfully navigate the complexities of wealth management.
I support a range of clients including Business owners and individuals and enjoy taking time to get to know each client’s financial goals in the long and short term. I strive to provide the very best advice for these specific needs.
After successfully steering a family business for 18 years, I decided it was time for a new chapter, one that aligns with my passion for problem solving and helping others. My interest in finance paved the way for my transition into the world of Wealth Management. Establishing my own business felt like the natural evolution, allowing me to channel my expertise into providing tailored financial advice.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 11/03/2024
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.