After 10 years working as an Independent Financial Adviser, I joined St. James's Place in September 2000 and built a successful Managing Partner Practice, 4Life Wealth Management Limited.
I founded 4Life Wealth Management Limited to offer a wider audience first class financial advice to meet their needs not only now but for generations to come.
The areas in which I specialise are;
*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.