Based on core values of excellence of service and integrity, I will provide you with the wealth management solutions that you need for now and in the future. I understand that you are unique, with your own values and ideals, which is why I will tailor the services and recommendations to create bespoke financial planning solutions specifically for you.
I have worked in financial services for over 20 years and have been a qualified Financial Adviser, providing regulated financial advice since 2001.
I take pride in the service I have been able to provide to my clients over these years for all aspects of their financial planning needs.
Planning for a secure future is the most important provision you can make. It is important to review your financial plans to take advantage of any changes in legislation and tax law. As an Associate Partner of St. James's Place, my priority is helping to achieve your financial goals for you and your family.
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 22/03/2023
The Partner 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.