My career in financial services began in 2003 working for High Street Banks before progressing in several roles within both retail and wholesale banking and then ultimately working in financial advice, including 7 years working in the Netherlands as an offshore financial adviser. Now a chartered associate partner I am using my wealth of experience to help and guide clients with all types of financial needs to achieve their goals and aspirations.
The day to day running of the practice and much of the client communications will be handled by my wife Carolyn.
We invest the time in understanding your goals and objectives to ensure we appreciate what matters most to you and your family and we will develop a plan together using our market leading expertise based on the most relevant advice and guidance.
We will implement the plan through our products and services using the St. James's Place distinctive approach to investment management to help achieve a beneficial outcome. This will allow you to make sound, informed decisions that will leave you content in the knowledge that you have followed professional and experienced guidance, yet you have remained in control at every stage of the journey.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.