After a short career in retail and the motor industry, I took the decision to join St. James's Place in 2019 and graduated from the Next Generation Financial Adviser Academy in 2021 having completed my Diploma in Regulated Financial Planning. I will be working out of the Peterborough office providing a bespoke face to face service to help clients realise and achieve their financial goals in life, regularly reviewing their circumstances and needs. In the time I have been with St. James's Place, I have found a passion for assisting clients and building the initial stages of long term relationships.
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.