My entire career has been in financial services working in Edinburgh, London, Bristol, Southampton and now Fleet. I have had a diverse career, central to every role is helping individuals make better financial choices to achieve their goals and aspirations.
I have worked my entire career in financial services. I’m settled in Fleet Hampshire with my young family. I have worked in Edinburgh, London, Bristol and Southampton and consequently while my clients are clustered in central southern England, they are also spread further afield. I believe geography is no longer a limiting factor to providing first class financial planning service.
What do I do? Simply, I help individuals and business owners make their money work as hard as they do, save tax efficiently and protect themselves and their families. I help you to define what your future looks like and explain what you need to do today to make your future dreams a reality.
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.