I know that busy people so often simply don’t have the time to get ‘organise finances’ off their to-do list. I will you help you build a full financial plan, which we would review regularly, to give you the peace of mind that you are on track for your objectives and the retirement you want. Having worked in financial services for 20 years I’ve enjoyed building long term relationships with clients based on trust and getting things done.
When I'm not working, I’ll normally be found supporting the family from the side of a sports pitch or playing as much squash and cricket in the Garden of England as family life allows.
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.