I have been in the financial services industry since 1990, spending the first eight years of my career with a national IFA. I was delighted to be asked to join St. James's Place Wealth Management in July 1998.
I personally specialise in investment and tax planning, but am fortunate to work with a number of highly professional individuals in the St. James's Place Partnership who specialise in the area of pension and retirement planning.
I grow my business through personal recommendations which provides me with the time to concentrate on strengthening my existing client relationships.
If you or someone you know would benefit further from our wealth of expertise then please do not hesitate to contact me.
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 ...
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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.