Senior Partner Practice of St. James's Place Wealth Management
After my previous employment within a Bradford & Bingley Sales Team and 10 years as an Independent Financial Adviser (IFA), in 2009 I embarked on a career with PFP Time Ltd with co-founding Directors Keith and Gabriel, to further my career within the Corporate IFA space. In 2015 I joined PFP Wealth Ltd in its transition into the St. James’s Place Wealth Management Partnership.
I specialise in company group pension planning and employee benefits schemes. Working with business owners to plan for their personal and employee’s financial security. In addition, I also work closely with my private clients in such area as Retirement & Investment planning, Intergenerational and Estate Planning. I also have access to Rowan Dartington the Discretionary Fund management and Stockbroking arm of St. James's Place.
Outside of work I love sport and enjoy spending time with my 3 boys who play football and rugby, which I go along to support. My Wife Vicky and I enjoy walking in the Yorkshire Dales with our dog Bella. I also like to spend my spare time planning and supporting Rugby Union tours across the globe.
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.