As a Chartered Financial Planner, Member of the Society of Later Life Advisers (SOLLA) and an Affiliate of the Society of Trust and Estate Practitioners (STEP) I have made it my goal to provide the best possible advice and guidance to my clients.
After 17 years in Manufacturing and Engineering Management roles, working for companies such as Coca Cola Enterprises, Britvic, Arla Foods and Molson Coors Brewers, I changed careers. 12 years later, I now provide expert Financial Guidance and Advice to my clients. Financial Education is something that I feel passionate about and my goal is to share my knowledge with everyone concerned with their financial future.
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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.