What I Offer…

I provide financial advice to individuals and businesses, as a Partner Practice of St. James's Place Wealth Management. I have a growing number of clients who wish to mitigate financial risk and establish realistic plans to support their life and commercial goals. Based in the Peak District between Sheffield and Manchester , I frequently travel to London to support clients based in the capital.​

Why I’m good at what I do…

I am an Associate Partner Practice with St. James’s Place Wealth Management Group, having been invited onto the academy in Manchester in April 2016 following a rigorous screening process. I am Diploma qualified in Financial Advice both with the IFS University (studied independently from 2011) and the CII (studied whilst on the St. James's Place Wealth Management academy). I have over thirty years experience in the Banking and Wealth Management industry, 25 years with HSBC and 5 years with Lloyds Banking Group.
I offer the following services across the UK:
Personal:
• Life Insurance
• Income Protection
• Retirement Planning
• Investment Planning

Business:
• Shareholder Protection
• Key Person Insurance
• Corporate Pension Planning and Auto-Enrolment
I work ceaselessly and unrelentingly for the benefit of all my clients. I provide a holistic Financial Planning Service to support all needs, regardless of complexity and scale.

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 at 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.

Things I like…

Mountain Biking, Walking and Open Water Swimming.

What I do

  • Finance
  • Finance For Your Business
  • Financial Planning and Wealth Management
  • Financial Advisor Wealth Management

My Stats

Last online 26th Jul 2019
Member since 11th May 2016
Number of testimonials 0
Meetings attended 53
4N ranking 787 in the UK

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