My passion is financial planning, I am an adviser under the umbrella of St. James’s Place Wealth Management and I have been in the financial sector since 2008.
I really enjoy building long term relationships with my clients and helping them reach their financial goals. Many of my clients approach me as they require a helping hand with retirement planning which is key area of advice that I feel very strongly about. As there are a lot of people that have many pension pots and are not sure how to manage them or even are aware of what options they have. Another key area of advice is protecting my clients from potential risks. It doesn’t matter how much planning is in place, if you suddenly are unable to work, indefinitely or for a long period of time this can eliminate the chance of you reaching that goal and is likely to have an adverse effect on the family. All my recommendations are made in the most tax efficient way to benefit my clients needs. I gain clients from personal introductions, so please think of me the next time you are dealing with your finances or your clients circumstances and need a helping hand.
To contact me please email firstname.lastname@example.org
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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.