Senior Partner Practice of St. James's Place Wealth Management
As Sales Director of a high-end luxury jewellers, my focus was on establishing long standing relationships with clients, however, my interest in the financial markets and investments have always been my passion. When, after a rigorous selection process, I was offered a place in the St. James’s Place Academy for training Financial Advisers – I leaped at the opportunity and have not looked back!
Having graduated from the Academy I was delighted to accept a position with 4Life Wealth Management, a Senior Partner Practice of St. James Place. The prestigious nature of a FTSE 100 company combined with the access to a wealth of expertise within 4Life, enables me to meet more of my clients needs and aspirations.
I treat all my clients as individuals and realise no two clients are the same. I take great pride in giving face to face advice and aim to prove the value I place in your trust. With energy and enthusiasm I ensure that I leave no stone unturned in order to bring my clients the best possible financial outcome to meet their needs both now and in the future.
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.
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.