I provide wealth management advice to individuals, businesses and trustees in the Somerset/Dorset area. My advice is tailored to meet your financial goals and objectives.
Being able to offer my clients access to a multitude of financial solutions and products helps provide the best options for their financial future, something I am passionate about. So, after over 30 years in a corporate role in a high street bank, I decided to use this experience and become a Partner Practice of St. James's Place, having the client at the heart of everything I do.
With my banking background, I understand that making the right choices about your finances can be daunting and that finding the right person to trust is fundamental to any decision. This is why the decision to set up my own practice was so important to me; I want to build a relationship built on mutual trust and respect and help you meet your long-term goals.
I am able to offer advice on retirement planning, pensions, investments, protection planning and corporate financial planning, and I can refer you to other St. James's Place advisers to provide mortgages and other lending solutions if required. My colleagues are selected by me personally and their advice will always be of the highest quality.
Based in rural Somerset, I provide wealth management advice to individuals, businesses and trustees in the Somerset/Dorset area, although I am happy to speak to friends and family from further afield.
In my spare time I am a keen golfer and runner, and enjoy social dog walks with colleagues and clients where we can discuss finances in a more relaxed environment.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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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.