I was delighted to accept the invitation to join St. James's Place Wealth Management in 2014. I was particularly drawn to the distinctive Investment Management approach that St. James's Place has to offer.
Having left a successful family business in retailing I now strive to help my clients achieve their goals and ambitions, through Wealth Creation, Inheritance Tax Planning and Retirement Strategies.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Away from the office, I enjoy time outdoors, by walking, running or cycling. Most of the time at a competitive level.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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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.