Senior Partner Practice of St. James's Place Wealth Management
I have worked in Financial Services since 1991. I started out as a Financial Adviser and moved through various levels of Sales Management. In 2000, I set up the original PFP which grew to become a top 100 UK IFA. In 2014 this business was sold to St. James’s Place and a new business, PFP Wealth was established. Since 2014, PFP Wealth has grown to become one of the largest Practices in St. James's Place. It is a privilege to work with a great team whose sole aim is to help clients to secure their financial future.
As Managing Director, my role is to drive and oversee all aspects of the business. I have a particular interest in the impact of population demographics on the national and global front. The need for financial advice has never been more important as society faces unique challenges resulting from population expansion, aging society and climate change.
I live in Harrogate, North Yorkshire and am married to Jude. We are a ‘blended family’ with four children aged from 10 to 30! We all have a creative bent with Jamie and Amy involved in fashion in London with Elliot training as a professional dancer. As for Ruby – we shall see! My wife Jude is active within the local performing arts whilst I have written and produced two Musicals of my own. In addition, we enjoy working in our garden, general exercise and walking our two dogs, Pippin and Alfie.
A plan without action is just a dream. A plan with action is a strategy. We support our clients to articulate their financial plans and create the actions. We keep this under review as the journey of life takes its course. I can be contacted at email@example.com or 07958 046033
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.