Prior to setting up a Partner Practice of St. James's Place, I spent 15 years working for Lloyds Bank predominantly within the Wealth Management and Private Banking arm of the business. This involved providing tailored advice, and building long term relationships with both personal and corporate clients.
As a consequence of working within a private bank arena, I developed specialist knowledge in Retirement Planning, Investment Planning, Protection and Inheritance tax Planning.
To differentiate myself from other financial advisers I have achieved the highest financial planning qualifications, and have been awarded Fellow Status by the Personal Finance Society and Chartered Insurance Institute. I am also a Chartered Financial Planner.
I am maintaining this advanced knowledge through continued professional development, and intend to further this via a Masters Degree.
My two children, Bernie and Isla keep me busy and we love spending time together with friends and family. In my spare time I like to keep active and have many hobbies such as golf, football, squash, cycling, travelling and walking.
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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.