I have been in the financial industry for over fifteen years and have accumulated a wealth of experience. I always maintain the core values of ensuring clients receive honest and relevant advice.
I started my financial career in 1997 by taking various roles in a building society, from there I moved on to become a mortgage broker in 2001. I have built a loyal following of clients and receive new referrals from them. In 2014 I obtained the necessary qualifications to offer holistic financial advice. I am committed to ensuring that the knowledge of my industry is current by placing a strong emphasis on my personal development. This along with the pride and dedication that I place on developing solid and personal relationships with my clients, ensuring that I can offer a rounded professional and principled service.
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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.