We are an experienced, specialist team that thrive on working with individuals, families and businesses alike. We listen to their objectives and help develop financial goals that provide comfort and peace of mind for their financial future. We enjoy being part of that future and take huge satisfaction in helping meet those goals.
I have had a successful career within financial services for over 30 years. Having learned so much at Coutts, I have now been a Partner with St. James's Place for over 12 years and am a Chartered Member of the Securities Institute.
I have worked with hundreds of clients and the most rewarding aspect is building relationships and helping people and businesses achieve their financial goals, whether it be planning to enjoy your retirement, providing for your children’s future, protecting your family or business in the event of death or illness, mitigating tax liabilities, or simply making your money work harder for that dream car/wedding/house/holiday that you’ve always wanted.
I am also a member of the St. James's Place Charitable Foundation that awards grants to UK registered charities, assisting them with the incredible work they do.
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 19/07/2022
The Partner 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.