Delivering face-to-face financial planning advice is what I enjoy and matters to me most; meeting and helping people through their life’s key milestones. I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial future not just for themselves but also for their families by delivering bespoke financial plans that support their unique goals.
Experience
Wealth Management
Investment Management
Retirement Planning
Inheritance Tax Planning
Cash Flow modelling
Sector Experience
Private client
Public Sector
Local Government
Corporate
SME
Qualifications
Chartered Financial Planner
Advance Diploma in Financial Planning (APFS)
When I’m not working, I have a passion for cars, brass bands and walking the dogs!
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.