Senior Partner Practice of St. James's Place Wealth Management
I am passionate about the value of face to face financial advice and have been for a very long time. In my current role I am responsible for finding great Advisers who also share that passion. Much of what I do is centred around ‘the fit’ between an Adviser, PFP Wealth and most importantly our clients.
Throughout my career I have achieved the following qualifications:
BA (Hons), PGFHE,
DipPFS 15 years as FE and HE Lecturer,
Associate Examiner for CII/PFS,
Course Designer and Lecturer for the Institute of Banking.
I am married to Bernadette who is a Health Visitor and we live in Enniskillen, Northern Ireland. Three adult children, all living and working in Glasgow. Keen golfer and walker.
I’m always happy to speak with Advisers who would like to find out more about what we do and how they might ‘fit’.
Please do not hesitate to contact myself or my PA Rachel Spence: 01924 881234
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.