I provide tailored advice to individuals or their attorneys, families and businesses on all aspects of their financial planning.
I have worked in financial services for over 18 years and provide broad based advice, mainly to directors, professionals, retired and elderly/vulnerable clients helping them with practical solutions to the financial issues that concern them the most.
I am proudly a Fellow of the Personal Finance Society, a Chartered Financial Planner and a Member of the Society of Later Life Advisers.
I pride myself on developing strong, long term relationships with my clients and having the expertise to handle all aspects of their financial wellbeing.
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.