With years of experience as a Financial Adviser, I’ve helped individuals and families across the UK make informed, strategic decisions about their financial future. My areas of expertise include investment planning and retirement planning, tax-efficient solutions, and wealth management—all tailored to meet the specific needs and goals of each client. I take pride in offering clear, compliant advice backed by a thorough understanding of UK financial regulations. By fostering long-term relationships built on trust and transparency, I develop personalised strategies that not only help to manage risk but also aim to unlock long-term growth and security. My focus is always on delivering measurable value and peace of mind.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.