Senior Partner Practice of St. James's Place Wealth Management
Having worked in the financial services industry for ten years I have built up a good knowledge of financial products and services over this time. My main focus as a financial adviser has been on Inheritance Tax planning for my clients and this will continue in the future. I believe that this is a key area for advice that can add real value to my clients estate and can also help my clients and their families to succession plan for future generations. I am also keen to help clients build their wealth through careful savings and investment strategies and retirement planning.
I believe the key to a successful client and adviser relationship is honesty and trust and I have built my existing client relationships on this basis.
I am looking to give long term advice to clients and with a good number of years ahead of me in this industry my main aim is to become a long term family adviser for all of my clients.
Outside of work I am a keen golfer and a music enthusiast. I also like to socialise with friends and family and love an Italian meal out.
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.