Senior Partner Practice of St. James's Place Wealth Management
I started work in Financial Services as a financial adviser in 1998 and in 2013 made the exciting move to Lansdown Place. I am pleased to be part of a Company that pride themselves on being both highly professional and forward thinking.
My advice covers all aspects of wealth management, but in particular investment planning and wealth protection for my clients and their families. I am also able to advise on retirement planning and protection planning both for private clients as well as corporate clients.
I fundamentally believe in building and maintaining a long term relationship with my clients and their families. I aim to provide my clients with a source of trusted advice as their financial needs evolve over the years.
When I am not at work I very much enjoy spending time with my family. I am a member of the WI as well as the local community choir. I am an active member of my children's school PTA.
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.