My business has been built upon strong, trusted and long lasting relationships with my clients. I aim to provide peace of mind regarding the financial affairs for everyone who entrusts their planning to me, and your satisfaction with my services is of paramount importance to myself and my team.
I have been in financial services all my working life. Having spent my formative years with a major high street bank, primarily as an investment adviser, I was lucky enough to be offered an opportunity to join St. James's Place in 2000. The autonomy of running my own practice has enabled me to move away from the mass market, and I now concentrate on the complex needs of a small number of high net worth individuals, providing bespoke financial planning solutions tailored to each client.
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.