After a successful 10 year career within the Financial Services including 2 years as an Independent Financial Adviser, I was approached by St. James's Place Wealth Management. After much deliberation and research into the company it was an easy decision to join and establish my own Practice.
St. James's Place offer an investment approach which I believe is by far the best I have come across. This allows me to do what I do best, building long term relationships and providing high quality financial planning advice that all my clients deserve.
I specialise in all aspects of financial planning for families, individuals and businesses.
My areas of expertise are:
I understand that the subject of financial planning can have the potential to be daunting and confusing. If you have any questions at all or you are in any doubt as to the services I provide, please call me directly on 07900 957558 and I will be pleased to answer any questions you may have.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I just wanted to say a big thank you to Sean and the Team following my review meeting this month. Sean has always been very professional and helpful since taking over the responsibility for managing my Wealth Account/Pension, which continues to grow at a steady rate each year. Reviewing finances and...
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.