Partner Practice of St. James's Place Wealth Management
I am proud to have gained 13 years experience as a highly successful financial planner, through helping generations of families achieve their financial goals.
In my previous role as a Senior Financial Planner for HBOS (Halifax/Bank of Scotland) I spent 10 years building a highly respected reputation and feel that my subsequent appointment by invitation to become a Partner Practice of the prestigious St. James's Place Wealth Management is of great benefit to my clients.
I am proud to have built strong and trusted relationships with my clients', through challenging economic environments, ensuring the strategies fit in with my clients circumstances. I'm pleased to say the majority of my clients come through personal referrals due to my approach.
My service is aided by technology to identify past performance of most UK investment funds and illustrate this, allowing you to decide if a change in strategy or fund manager might help you achieve your financial goals.
I have the resources of specialist tax, technical, and legal professionals available to me, allowing me to confidently work alongside clients own accountants or solicitors.
I'm proud to work with my trusted Partners at DWB Wealth Consultancy LLP and this backed by the St. James's Place Wealth Management Guarantee.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
DWB Wealth Consultancy LLP is a Limited Liability Partnership registered in England and Wales, Number OC383614. Registered Office: Chancellor Court, 21 The Calls, Leeds, LS2 7EH, England. View the Members of DWB Wealth Consultancy LLP.