Prior to joining the financial services industry, I ran a successful business consulting firm in the Middle East providing management consulting services to start-ups and established businesses. The latter five years in this role was spent setting up and helping to run investment based companies.
Upon returning to the UK in 2010 I immediately set up my own IFA firm. As well as starting a business from scratch I set about qualifying for Chartered Status, a qualification held by a small percentage of advisers. Having attained Chartered Status, I then went on to attain Fellowship of the Personal Finance Society, the highest qualification awarded by the CII. Not satisfied with Fellowship status, I have implemented elements of Life and Financial Coaching into my advice process to further improve the outcome for my clients.
One of the most enjoyable parts of my work is helping clients to become more involved in the entire planning process and providing them with the tools to make better decisions. I am especially pleased if I have been able to help clients make the transition from a pure accumulation focus to one of lifestyle driven financial planning and management.
The bonus for me however is the welcome I get from my clients’ dogs. Some have known me for almost 10 years and some are new to me. Such is the welcome that I have decided to dedicate a page to all my canine friends.
I recently met Raffaele and asked him if I could improve my situation with his help. He took the time to describe my different plans to me and my options in a way no adviser has done so before. He was extremely professional and told me it would not be in my best interests to make any changes, given ...
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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.