Senior Partner Practice of St. James's Place Wealth Management
I have enjoyed over 13 years working in the financial services industry, which has given me a clear understanding of how to build long-term relationship with my clients. I specialise in working with individuals and businesses on creating a financial road map, helping with them to achieve their goals set.
I provide my clients with regular updates and communications, to keep them informed on their personal position and general economic news that is relevant to them.
My business grows from personal recommendations, a testament to the service I strive to offer.
When I am not working I enjoy walking in the Lake District, playing rugby, golf and coaching my sons football teams.
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.
PFP Wealth Ltd is registered in England and Wales, Number 8694194. Registered Office: Unit 8 Paragon Business Park, Red Hall Court, Wakefield, West Yorkshire, WF1 2UY, England.