I am a Director of a Senior Partner Practice of St. James's Place Wealth Management and I have over 18 years' experience in the wealth management industry. I have an array of expertise and take great pride in providing an invaluable service to my clients. I worked as a highly effective Senior Wealth Planning Manager for Lloyds TSB in Lincolnshire before accepting the invitation to set up my own wealth management practice and work for my clients directly as a Senior Partner Practice of the prestigious St. James’s Place Wealth Management.
I am totally committed to building long term, high trust relationships and that my clients feel that the advice I give is of the highest standard.
With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial planning strategies for clients to help them they can achieve their goals, and, more importantly, to review these plans regularly to check they remain current and accurate.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients' own professional advisers, making the process simpler and to save valuable time.
Because of my strong client focus, I build my business mainly on introductions, both from my private clients and other long standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they themselves have received. Please read about what my clients have to say.
Do not hesitate to contact me, if you have any queries or concerns that you think I could help you with.