I believe that truly effective and successful wealth management planning means getting regular, long-term and bespoke advice you can trust. Over time this will help you to run your financial affairs more effectively assisting in the creation of a firm foundation for meeting your financial objectives, so that you can look to the future with confidence and optimism.
I joined the financial services sector after having served an ‘apprenticeship’ with one of the UK’s premier Private Client Wealth Management banks. After learning my profession I was pleased to be asked to join St. James's Place. This was a company I knew by its reputation to be amongst the very best Wealth Management providers in the UK. Importantly it would also enable me to offer what I believe is an unrivalled, comprehensive suite of sophisticated services to my clients for the first time.
I originally came to Wealth Management from an extensive, successful, 20 year business background, experience I have found invaluable in understanding my clients' needs and drives. I am in possession of all relevant regularly updated professional qualifications for my services, so in combination with my experience, my clients can have complete confidence in my advice given.
We offer an excellent wealth management service which will help you achieve your goals
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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 25/10/2022
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.