My clients benefit from a personalised approach to financial planning which sees me put their life goals at the heart of my work. Whether it is at the very start of their journey to financial independence or preparing for retirement, being able to provide peace of mind and security to my clients is key.
I have built lifelong relationships with my clients, and they know I am always just a phone call or an email away.
Since joining the Wealth Management industry in 2018, I have completed a Masters in Wealth and Investment Management and gained my Diploma in Regulated Financial Planning. I have a particular passion for the financial wellbeing of those who traditionally do not feel well-served by the financial services industry. However daunting financial planning may seem, my approachable manner leaves clients feeling confident about navigating their journey to financial freedom.
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.