I am a Senior Partner of St. James's Place Wealth Management and have more than 25 years of experience in the wealth management industry. I have a wealth of expertise and experience and pride myself in providing an excellent service to my clients.
I am committed to building long-term, trusted relationships and my clients feel that the advice I give is of the highest standard. Not only do I meet my clients regularly, they are also invited to client days where they can find out more about what is happening in the world of wealth management.
With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so that they can achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Read more about what my clients have to say by clicking here.
I am passionate about the St. James's Place Charitable Foundation, having been in the post of Foundation Representative for the past 10 years, where I have raised awareness and therefore financial support for good causes both on a local and national level. Read more about the St. James's Place Charitable Foundation by clicking here.
If you would like to find out more and how I could potentially help you, please do not hesitate to get in touch.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I have recently transferred old dormant pensions that I have collected along my corporate journey as well as a personal pension that I took out in my late teens, but froze when I thought drinking money was more important than old age! I met Alison Wright last year at a business networking event and ...
The Partner 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.