Senior Partner Practice of St. James's Place Wealth Management
I work as a Financial Adviser from my own home office in Moira, County Armagh. My experience in Financial Services spans nearly 30 years and includes roles as a trainer, a team manager, an agent and for the last 15 years, an adviser to individuals and small businesses.
The back-up and support now available to me from the FTSE100 company St. James's Place lets me concentrate on the areas my customers quite rightly demand: knowledge of the marketplace, of how financial products work, of investment strategies, and above all knowledge of how financial planning benefits the individual.
I have long said that I act as a financial GP: I diagnose the problems, look for the solutions and bring in specialist help if it's needed.
When I'm not working, I can be found in my garden, or nose deep in a book or paper. Even better, when time allows I'll be walking with my wife along the beaches of the West coast of Ireland.
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.