As your Financial Adviser, I aim to provide 'Advice for Life'; I consider it my job to help you take control of your finances and to do so by putting you in a position where you can make informed choices about your financial planning. As well as providing holistic financial advice to Private Clients, Company Directors and Business owners, I also specialise in providing advice to Medical and Dental Professionals, which includes having a working knowledge of the benefits provided by the NHS (including the NHS Pension Scheme).
I consider it my job to help my clients to take control of their finances and to do so by putting them in a position where they can make informed choices.
Having built up my experience with St. James's Place as an adviser over almost 6 years, I decided that it was the time to set up my own Practice as I am able to use the comprehensive range of solutions offered by
St. James's Place, coupled with their distinctive approach to investment management, to complement my experience and provide my clients with an outstanding service.
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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.