I am a certified Financial Adviser with 18 years of experience in the field. I have worked with a variety of clients, from individuals to businesses, and have helped them achieve their financial goals. I am knowledgeable in a variety of financial topics, including investment planning, retirement planning, and tax planning. One of the aspects I love most is educating others on how to maximize their finances and making sure the client goes away more informed from our meetings.
In my spare time I love spending time with my young family and have a strong interest in most sports notably football and cricket. Although walking has taken a back seat of late I did recently complete the Yorkshire Three Peaks Challenge.
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.