I have worked in the financial sector for over 20 years. As well as being a regulated Financial Planner I also have an accountancy background, having previously qualified as a ACA Chartered Accountant (no longer practicing) in the City of London. I enjoy really getting to know my clients where I can offer holistic financial advice. I belief in building a long-term, trusted relationship with them.
I can assist with the majority of your personal financial requirements and business needs. A large proportion of my business comes from unsolicited referrals from existing clients, which I feel is a testament to my professionalism.
Please feel free to call me on my number below. I look forward to working with you.
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.