I seek to develop long term relationships with all clients, their families and any existing advisers to develop the most appropriate strategy to meet both individual personal and business related planning needs.
Prior to joining St. James's Place, I worked for a major high street bank in Lincolnshire for the first 32 years of my career.
My philosophy to providing great service to my clients, is based very much on me being able to have a clear understanding of your goals and objectives at the start of our discussions and then ensuring that through regular contact we review and revise your existing planning should your circumstances change. This ongoing dialogue allows me to keep you informed of any external issues that might suggest that a change to your current planning may also be appropriate.
One of the best aspects of my role is the opportunity to work with many of my clients over long periods of time and in turn be able to assist them and their families plan their finances and help them achieve their goals.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 16/11/2022
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.