I devoted the first 15 years of my working life to advising private clients on their property assets and investments both in London and the West Midlands. Having achieved a degree in Estate Management and progressed through the ranks to Director level I was approached by St. James's Place to join the Partnership which I believe to be the highest quality offering in the industry.
I am fully qualified in the Diploma in Regulated Financial Planning with expertise across the full spectrum of wealth management services, including tax planning, pension planning, investment planning and protection. As part of St. James's Place, I also enjoy close links with Partner Practices and carefully selected third-party providers who offer exemplary service across many other areas, such as Mortgages and Specialist Insurance – a genuinely holistic offering.
Fundamentally, I see my role as one of financial problem-solving – working with clients on a one-to-one basis to fully understand their aims and aspirations before implementing a highly personalised solution. Coupling this with a focus on maintaining a long-term relationship, I look to be a source of trusted advice for my clients for many years to come. Outside of working life, I enjoy spending time with my friends and family, socialising, the arts, travel and keeping fit.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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 05/01/2023
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.