I joined the Practice after completing the St. James's Place Financial Adviser Academy, following a 14-year career in the automotive industry. Throughout my previous career, I developed extensive experience working closely with clients, understanding their individual needs and helping them make important decisions, skills which I now bring into my role as a Financial Planner.
I provide holistic financial advice to individuals, families and business owners, helping them understand their finances, plan for the future and work towards the things that matter most to them. My approach is centred around building long-term relationships and providing clear, personal and practical advice, regardless of a client's level of financial experience.
Outside of work, I enjoy spending time with family and friends, playing golf and keeping active. I also enjoy meeting new people and being involved in the local community.
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.