Senior Partner Practice of St. James's Place Wealth Management
I have worked in financial services for over 20 years and have a wealth of experience and knowledge in all aspects of financial planning. I am a Fellow of the PFS and a Chartered Financial Planner.
Over the past few years I have reduced my client facing work as I have focused my skills in developing new business opportunities for the advisers within my team and growing the business in terms of staff numbers, revenue and positive client outcomes.
As a Director of Lansdown Place Wealth Management my emphasis is on maintaining a long-term relationship with all clients that we, as a business, have the privilege of working with and ensuring that the experience that the client has when dealing with us is of the highest quality. Our aim is deliver a first class service to all clients and we are passionate about providing the highest level of service - we acknowledge that clients have a choice and the fact that they choose to work with us is never taken for granted.
It is the aim of all of the staff within Lansdown Place Wealth Management to be at the centre of our clients (and their families') financial decision making both now and in the future and to be the support that that they rely on as their financial needs change and evolve.
When I am not at work I enjoy nothing more than long walks with the dogs and socialising with Family and friends. I thoroughly enjoy 'Am Dram' and have recently joined BLOC Productions.
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.