Senior Partner Practice of St. James's Place Wealth Management
The world of financial planning can be a complicated landscape and as a result we can become disillusioned, I aim to provide clients with peace of mind in an uncertain world by designing robust and effective financial planning solutions.
I graduated from university with a First Class Honours degree in Finance and Investment, and was also awarded the Level 4 Diploma in Regulated Financial Planning with the Chartered Institute for Securities and Investment (The CISI).
I joined St. James’s Place in 2017, having previously worked at AJ Bell who are one of UK’s largest providers of online investment platforms and stockbroker services. I have built up a wealth of knowledge and experience in Financial Services, which includes graduating from the St. James’s Place Paraplanning Academy.
I have shown continued commitment to the Financial Services industry and in 2019 was awarded the prestigious Fellowship status with the Chartered Insurance Institute (CII). This is the highest qualification you can hold as a Financial Adviser over and above being a Chartered Financial Planner and is the equivalent of completing a further bachelor’s degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
Building long term and trusting relationships with my clients and their families is at the heart of everything I do. I understand that we are all individual and every client has circumstances and financial planning aspirations specific to them. It is for this reason that the service I provide is truly bespoke and tailored to each client’s personal requirements.
The areas of financial planning that I specialise in includes but is not limited to;
Pre-Retirement Planning - Aiming for you to retire with more money and enabling you to enjoy the lifestyle you have worked towards.
Post-Retirement Planning - Helping you understand your options at retirement and create suitable and tax efficient retirement funding solution.
Savings and Investment Planning - Aiming to achieve a real return in excess of inflation to meet your growth or income objectives.
Trust Planning - Providing you with increased, protection and control.
Personal Protection Planning - Giving you the peace of mind knowing that you and your family would be financially secure in the event of death or incapacity/illness.
Business Protection Planning - Helping your business protect itself against a wide range of risks for a more secure future.
Estate Planning – Tailor made succession planning to help mitigate your inheritance tax liability without compromising your standard of living. Allowing you to pass on as much of your wealth to your loved ones as possible.
Intergenerational Wealth Planning; I am passionate about involving the next generation to deliver outcomes for the whole family.
This comes with the complete peace of mind of being backed by a FTSE 100 company and the St. James’s Place Wealth Management guarantee
In addition to my own knowledge and expertise, I have access to the internal specialists at St. James’s Place Wealth Management, as well as the carefully selected external industry experts and providers we are proud to work alongside.
If you would be interested in discussing any of these aspects further, please do not hesitate to get in touch with me for a full, no obligation review of your finances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
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.
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.