I offer a full financial planning service and my approach is to ensure that I gain a strong understanding of where our clients are currently and where they want to be in the future. I provide our clients with a bespoke financial planning solution which is tailored to the client’s specific requirements with a strong focus on regular client meetings and servicing.
Originally graduating from the prestigious St. James's Place Academy, I am a Chartered Financial Planner. This highly coveted qualification enables me to provide advice in all areas of wealth management including:
Outside of financial services, I am a keen musician, squash player. I enjoy going to the cinema on a regular basis and spending time with my family.
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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.