I have had over ten years experience in wealth management with St. James's Place in a successful practice and over ten years in the finance industry prior to that. During those years I have prided myself in looking after my clients the way I would wish to be cared for myself.
My commitment to my clients is to build rapport and a lasting relationship that will lead to longevity and trust. Because of this, my clients feel valued, looked after and able to introduce me to their families and friends with the confidence that I will employ the same standards and values with them.
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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.