I started my career in the financial services industry working with the Prudential in 1993. After leaving the Prudential, I worked my way up to become an Independent Financial Adviser, remaining so until summer 2014 when my company was approached to join St. James's Place Wealth Management.
My knowledge and experience in the industry covers everything from retirement planning to life protection and workplace benefits to taxation and trust* planning.
I have established many working relationships including a strong association with trade unions, due in part to the insight and knowledge I have for the needs and objectives of their members.
*Trusts are not regulated by the Financial Conduct Authority
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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.