I love what I do – being a Financial Adviser allows me to marry my skills in finance with working with people. I am always willing to go the extra mile for my clients.
Like you, I also work hard for my family, and I am a very proud husband to Reenie, and even more proud father to Oliver and Poppy. I do this for them and I understand that you need your money to work hard for you, so you can also enjoy time with your loved ones. I take my responsibilities very seriously.
With nearly 25 years in the financial services sector, I am a Fellow and Chartered Financial Planner, as well as having an MSc in Finance. I love the field and continue to take exams and study to ensure my knowledge is the best it can be for my clients.
I can offer financial advice in pretty much all areas, and if I’m not qualified to do so, I have a large network within St. James's Place who will be able to help. That’s the advantage of being a small company within a Partnership.
I take the necessary time to listen to your needs and goals. I am open and transparent in how I communicate, and I like to work with people who are the same.
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.