Through 20-years’ experience in delivering face to face service to a wide range of people, I’ve learnt the real value in being able to trust someone to do ‘the right thing’. I enjoy working with people over the long term to understand who they are, what they’d like to achieve and helping them reach their goals.
I am grateful to work within a company that allows me to focus on finding the right solutions for the people I work with, providing expert support covering all aspects of wealth management including investment planning, retirement planning, inheritance tax/estate planning and protection.
I also spend time with my family, enjoying the area we live in with both forest and coastal areas nearby.
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.