Senior Partner Practice of St. James's Place Wealth Management
Based in Northern Ireland, I am a Financial Adviser for PFP Wealth and am responsible for providing regulated advice to personal and business clients alike. I mainly practice in the area of Investment Planning and Pension Planning but also provide advice in Protection and Inheritance Tax Planning.
I have over 25 years experience in the financial services industry and have been a Financial Adviser since 1998, where I have worked in Bancassurance and also previously as an Independent Financial Adviser.
Away from the office, I am a keen golfer and have represented my local club at various levels. I also like to travel and enjoy cruises in particular.
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.