The key focus of the roles I have held has been on consistently ensuring clients receive high-quality advice with a level of service which exceeds expectations.
Having started my financial services career in 1992, I have held client-facing and management positions with leading financial services organisations.
I moved to St. James's Place Wealth Management in 2011 to become part of an organisation which recognises the importance of long-term client relationships.
Click on the accreditations for more information
Enter your email address and register or update your existing email preferences.
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.