Senior Partner Practice of St. James's Place Wealth Management
After 11 years’ experience in banking and financial services offering face to face advice, I moved to Lansdown Place Wealth Management in May 2017. In 2015 and 2016 I focused my energies on studying and passing the regulated diploma in financial planning. Since then I haven’t looked back, I’m now able to help clients with a wide range of financial planning, delivering a tailored plan to meet their needs.
My advice covers all aspects of wealth management, but in particular investment, pension and protection planning.
Trust is at the centre of the adviser, client relationship and I will always do what I say within an agreed timescale. My existing clients know they can rely on me for honest, up front and understandable advice.
When not working I enjoy health and fitness activities including, hiking, tennis, running and weight lifting. I also have a passion for travel and exploring new places. When at home in Bristol, I enjoy spending time with my fiancé, Kate and two Bengal cats.
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.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.