I am passionate about great service. When making the really important decisions in life, I believe face to face advice is the only route to making confident, informed choices.
I pride myself in offering a friendly, personal service that genuinely cares for my clients. I will meet you where you want, on your level and make complex matters simple, ensuring you feel comfortable in all decisions reached.
Working for one of the big Banks for 14 years, I realised I did not have the time to really get to know my clients or help them to meet their financial goals over the longer term. My desire is to build lasting relationships, being the first point of contact for all your financial needs.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
I do not provide 'off the shelf' solutions. I put my clients at the heart of everything I do.
I specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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.