The foundations of my business are built on trust, professionalism, delivering on my promises and by generally being open, honest and approachable. I also strongly believe in making a difference through responsible, ethical and impact investment planning.
I have been in the financial services industry since 1986 and with St. James's Place since 2000 when I set up Sycamore Alliance Ltd. My primary motivation for being in this role is that I enjoy making a positive difference by helping my clients untangle their often overly complicated financial affairs. I do this with high integrity and by focusing on what is the right outcome for each individual 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.