I provide broad based advice, to both individuals and businesses helping them with practical solutions to the financial issues that concern them most. I have worked in financial services for over 10 years, prior to this I served for 16 years as commissioned officer in the British Army, specialising in the field of counter-terrorist bomb disposal and weapons intelligence.
My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
I am a highly qualified professional, having been awarded one of the highest distinctions in the investment management profession – the CFA® designation. The Chartered Financial Analyst® (CFA) credential is held by professionals around the world and is considered the gold standard for the investment industry. I also hold a Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute (CII).
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.