Senior Partner Practice of St. James's Place Wealth Management
My career in Financial Services began as an individual and corporate trader at TD Waterhouse, gaining the prestigious title of ‘Registered Representative of the London Stock Exchange’. I acquired extensive knowledge and experience of financial markets and products which has greatly aided my career in holistic financial planning.
After 10 highly successful years at Skipton Financial Services, where I performed the role of Financial Planning Manager, I was delighted to accept the invitation to join 4Life Wealth Management. As an appointed representative of St. James’s Place Wealth Management, the ability to give my clients access to the high quality suite of products and services offered through the Group presented a compelling opportunity to further enhance my clients’ wealth management experience.
I am now able to offer a personal bespoke service, key to which is identifying clients’ financial priorities and objectives through face to face meetings and delivering planning solutions to meet their needs within agreed timescales.
I specialise in offering advice in:
- Investment Planning
- Inheritance Tax planning
- Pension Planning
- Personal & business protection
From the moment that you engage my wealth management services, my aim is to demonstrate the value I place in your trust and to build a long-term relationship.
As well as my own experience and knowledge, I can call on any number of specialists either within the Practice or from carefully selected industry experts and providers. I frequently work alongside clients own solicitors and/or accountants and in this way, an appropriate cohesive solution can be found. This comes with the complete peace of mind offered by the St. James's Place Wealth Management guarantee.
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.
4Life Wealth Management Limited is registered in England and Wales, Number 07569385. Registered Office: 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ.