I am committed to building long-term relationships based on integrity and trust. I can meet all of your financial planning needs, whether you are looking to grow and manage your wealth or want to preserve and safeguard your assets in retirement and ultimately for beneficiaries.
I have worked in Banking and Financial Services since leaving university in 1989 and have a breadth of knowledge and experience. I am committed to my continual professional development and as a Chartered Financial Planner, am able to offer rounded, professional and technically sound advice. My expertise covers the broad spectrum of financial planning and will help you to:
I believe that regular communication is key to keeping you informed of issues that may affect your financial well-being. With this in mind, I distribute a range of newsletters to my clients, including a weekly Market Bulletin.
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 11/01/2023
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.