I have been a trusted and successful adviser in the Financial Services Industry for over 20 years and have offered advice to many individuals from all walks of life and to a variety of businesses.
I began my career with two high street banks working initially as a tied and then as an Independent Financial Adviser.
In 2012 as the industry evolved, I started my own Financial Planning Practice as a Partner Practice of St. James's Place which enabled me to focus my expertise and experience in building long-standing, successful relationships with clients, based on understanding and respect, coupled with my belief that long-term planning is essential, but need not be complicated to achieve its aims.
More recently, I’ve expanded my professional qualifications to encompass all areas of wealth management and financial planning, achieving the industry “gold standard” when I became a Chartered Financial Planner.
As a Partner Practice of St. James's Place, I bring to my clients:
I am a member of the Personal Financial Society.
Outside work I enjoy spending time with family and friends, keeping fit and general DIY projects around the home. In addition my role as Treasurer Trustee to Southampton University Hospital ‘Friends of PICU’ (Paediatric Intensive Care Unit) is very rewarding. There’s great satisfaction in giving something back and making a positive difference to the lives of young patients and their families during what will be an incredibly tough time.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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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.