Senior Partner Practice of St. James's Place Wealth Management
I’ve been lucky enough to work in most aspects of the financial advice business over the past 30 years and I try very hard to use this experience to ensure that I make a positive difference to our clients and my colleagues.
Service excellence and building long term client relationships are central to everything that Lansdown Place do and as a Director I am proud to be a part of a very professional team, dedicated to delivering on this commitment.
Over recent years I have specialised in corporate advice and have extensive knowledge of the Workplace Benefits and Employee Wealth Management market - we ensure that our business clients make the most of their employee benefits budget, and we help their employees understand, engage and appreciate the benefits offered in their place of work. I advise businesses of all shapes and sizes, across the UK, to deliver cost effective solutions, helping them recruit, engage and retain their most important asset – their people.
One of the great advantages of working as part of the Lansdown Place team is that it allows me to deliver holistic advice to individual clients as well as business clients, ensuring that all areas of financial planning are covered. Many of our business clients have found this invaluable, ensuring that their employees get the right financial advice and guidance.
Outside of Lansdown Place I very much enjoy spending time with my family, and when time permits I enjoy playing tennis and golf.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. 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.