Senior Partner Practice of St. James's Place Wealth Management
I joined PFP Wealth as a Financial Adviser. My main responsibility is to meet with clients in order to review your existing planning arrangements to check that your plans are still appropriate for your needs to further establish financial goals and to the develop a plan aiming to hit those goals in the future.
I am a Diploma qualified adviser with over 25 years experience in the profession and have worked in Banks, accountancy Practices and insurance companies providing advice to clients from all walks of life. My driving force is seeing plans come to fruition as a result of regular reviews and face to face meetings.
I provide advice across all areas of financial planning but more predominantly in the areas of Retirement and Investment Planning, Protection both family and corporate and Inheritance Tax Planning.
Outside of work I enjoy the occasional round of golf, socialising with friends and spending as much time as possible with family.
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.