I am dedicated to providing the highest level of service to my clients. I have extensive knowledge and experience in dealing with professionals, business owners as well as high net worth clients.
I work with clients looking for an open and honest relationship based on trust, and provide them with easy to understand advice tailored to their personal circumstances.
In today’s world only a few people have the time to manage their finances effectively.
I believe planning for a secure future is the most important decision you will ever make.
To help you achieve your objectives I can provide an ongoing service which will, through my advice and guidance, help you to achieve those goals. My advice will remain effective now and in the future, through regular reviews for when your circumstances change.
I provide tailored solutions designed to suit my clients individual needs.
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 02/05/2024
The Partner Practice 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.