Prior to being invited to join St. James's Place Wealth Management, I had been working at LTSB since 1989 and enjoyed a very successful 23 years’ service with them.
My aim has always been to put customer service at the forefront of my proposition and build deep personal relationships with my clients, trying to add value to their current finances.
I have achieved the industry benchmark Diploma in Financial Planning.
I am able to offer a diverse and innovative approach to planning. I pride myself on providing ‘jargon free’ quality advice to my clients and feel that the reputation and standing of St. James's Place will enhance this client experience.
Prior to being invited to join St. James's Place, I had a very successful 22 years working for Lloyds Banking Group.
I believe that planning for a secure future, whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your own circumstances, such looking to purchase your first house, starting a family, changing jobs or considering retirement or maybe even receiving an Inheritance, a review of your financial goals is always imperative.
I appreciate that you may have your own unique financial ideas which is why I will tailor the services and recommendations I may make specifically for you.