I have accumulated a wealth of experience/knowledge during my years in the industry which I feel leaves me well placed to provide sound guidance to any individual irrespective of what they need. I am a firm believer in providing top quality advice to my clients in a language that they will find easy to understand.
Last year I completed my 30th year working in the financial services industry. Over this period, of time, I have worked in various business’s including leading Wealth Management Houses and major High Street Banks. Over the last 3 decades, I have enjoyed meeting clients from all walks of life, and have been able to provide financial assistance to individuals who range from, some who are simply just looking for that little bit extra on their savings, to others who have needed to consider more complex, financial solutions.
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.