I have worked in financial services for over 22 years not only giving face to face financial advice to the general public but also managing and developing a team of highly skilled financial advisers.
I started my working career in the retail sector working for one of the major retailing groups in the UK. After completing 10 years working in various roles from customer sales through to supervisory and management roles, I decided to diversify and further my career by moving into financial services. My time in these roles has helped me truly understand the value of trusted face to face advice and the importance of long term relationships with my clients.
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 11/04/2024
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.