
With over 16 years experience of working within the financial services industry I have developed a true passion for helping people to achieve their aspirations and goals through effective financial planning.
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I believe that great financial advice is not a one-off process. It is built around an ongoing relationship, where your adviser is your point of call for all events and continues to be as your life evolves.
My aim is to provide a highly professional service with an approach that always puts the interests of my clients first. I know that you are the most important part of my business and that my future success depends on how well I advise you and help you plan for the future.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.