I have been in financial services since 1987 and have most recently represented St. James's Place Wealth Management since 2013.
I enjoy a strong relationship with some key professional introducers and my network of personal and corporate clients. I am a qualified Chartered Financial Planner and I am also a Fellow of the Personal Finance Society. This is acknowledged as the premier qualification in our profession and it demonstrates increased knowledge, experience and professionalism in financial services. I am licenced to give advice on a wide range of topics, to include complex Defined Benefit pension and trust planning.
Trusts are not regulated by the Financial Conduct Authority.
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.