Chartered Insurance Practitioner & Certified Financial Planner
I have spent my working life, now spanning in excess of 30 years, in helping others make the most of their money and realise their financial goals.
Over the years, I have worked for some of the most recognised High Street banks, and Insurance Companies, gaining key financial qualifications, including The Chartered Insurance Institute’s Certified Financial Planner status, and Mortgage Advisor status, along the way.
In 2004, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business – The DRM Consultancy and becoming a Senior Partner Practice of St. James's Place Wealth Management as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside of my working life, I love spending time with my family, golfing, fishing and walking in the Sutherland hills.
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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.