I have worked in the financial services industry for forty years and during that time I have built a wealth of knowledge drawing on many years of experience. I have held senior management roles with some of the UK’s leading Banks and latterly holding the position of Premier Independent Financial Adviser with HSBC, providing advice to the bank’s high net worth clients. I was delighted to accept an invitation to join the prestigious St. James's Place Wealth Management business as an Associate Partner Practice and I look forward to continuing to offer my clients the best possible advice into the future.
I am able to offer a truly holistic service to existing and new clients and have access to ‘best of breed’ fund management. I chose St. James's Place because of the broad range of wealth management solutions they offer in both the personal and business area and the one stop shop made available to me by joining a fully integrated wealth management business. It enables me to provide a fully bespoke plan which puts clients at the centre of the business. Due to my strong emphasis on client focus, I aim to build my business solely on introductions both from my private clients and from other 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 have themselves received.
When providing financial advice it is important to understand that individual and business needs require a different approach. Long term financial ambitions, aspirations and attitude to risk vary, and these will change over time. My service is based on the highest possible professional standards and recognises that each client is unique. On that basis, I construct a bespoke service aimed and tailored to their own financial needs and future planning. I have a genuine passion to help clients understand their financial positions and help them by providing solutions in a simple and straightforward manner. Holistic Financial Planning can:
Outside of my practice my passions are following football at all levels and have an interest in most sports, music, theatre, walking and have just started Scuba Diving lessons to qualify as an Open Water Diver. I am married and have two grown up sons.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
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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.