I started my career in banking and having operated in that space for 10 years, I decided to move into an advisory role to allow me to fulfil my passion of helping people to solve their unique financial problems with a personal approach, tailored to their needs.
I have built the business purely by referrals and introductions. I am humbled that my clients are so satisfied with my service and the value I provide them that they can confidently introduce me to their network, thereby allowing me to help more people.
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.