I am an associate of the Chartered Insurance Institute and I have been a Chartered Financial Planner since 2005. I am an experienced and dedicated professional with a solid background in the financial services industry. I pride myself on strong communication and interpersonal skills with the ability to present solutions to suit every client's needs. I have worked for large insurance companies during my career with my most recent role as an independent adviser with a National firm.
My advice covers all areas of wealth management including retirement planning, wealth protection, savings and investment planning.
As a Partner Practice of St. James's Wealth Management based in Benfleet, Essex my emphasis is on maintaining a long term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
I enjoy watching football, playing golf and spending time with my family.
The Partner Practice 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St James's Place representatives.
|Last online||18th Oct 2018|
|Member since||14th Oct 2015|
|Number of testimonials||0|