Senior Partner Practice of St. James's Place Wealth Management
I have been working in financial services for over 25 years. The second half of this I have specialised in advising employers on their employee benefits arrangements and business owners on their personal arrangements, both for a large employee benefits firm and since 2011 for Lansdown Place.
I have been involved in assisting employers and payroll bureaux in dealing with Pensions Automatic Enrolment and as a result find my time spent between helping employers as well as assisting employees to get the most from the benefits that their employers provide.
In addition I provide my clients with an executive counselling service for their senior employees on their financial planning needs who find themselves “time poor and cash rich”.
During my time working in financial services I have built many long term relationships with both clients and other professionals. I find working with other professionals is an excellent way to make sure that my advice and assistance is current, comprehensive yet relevant. The support I provide has been described by many of my clients and professional connections as their “outsourced pensions department” but extends so much further than this.
When I am not at work I enjoy the great outdoors, providing a taxi service for my children and coaching on a Sunday morning at Clifton Rugby Club in Bristol.
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.