Senior Partner Practice of St. James's Place Wealth Management
I have worked in financial services since 2008 and I joined Lansdown Place Wealth Management in 2012. In 2017 I joined the St. James’s Place Academy and have now become a Diploma qualified Financial Adviser.
I fundamentally believe in providing ethical and effective financial advice and I thoroughly enjoy helping my clients plan ahead for their short term needs and long term goals. I believe in the importance of establishing relationships with my clients which is built on trust.
The advice I provide to my clients is tailored and holistic. It covers many areas of wealth management such as protection planning, planning for retirement and investment planning.
In my spare time, I enjoy spending time with my family which includes two young and very active boys!
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.