Senior Partner Practice of St. James's Place Wealth Management
I have been working in Financial Services for the last 15 years and as a Financial Adviser for the last 13 years. My previous role as an employed Adviser with Legal & General gave me a good understanding of the industry and was a great help in terms of me moving on and pursuing a self-employed role within St. James’s Place Wealth Management. I have been in this role for 5 years and I am enjoying building up my business and connecting with clients, both old and new.
Through my time in the industry I have built up the following qualifications:
Certificate in Financial Planning
Diploma in Financial Planning
In my free time I enjoy golfing and I am a member of South Bradford Golf Club. I have been a member here for 25 years and in 2021 will have the honour of being the club Captain. I have lived in the Bradford area all my life. I enjoy holidays to Florida with my wife, and I enjoy socialising with friends in the Theme Parks both at Disney and Universal.
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.