I have devoted my working life to helping others make the most of their money and realise their financial goals. I have worked for one of the most recognised high street banks for 16 years, gaining numerous qualifications and have gained my QCF level 4 diploma. I was invited to join the prestigious St. James's Place Wealth Management in 2011.
I am proud to say that I am a full member of the Society of Later Life Advisers (SOLLA).
As a Partner Practice of St. James's Place Wealth Management, I am delighted I was able to move into a position where I operate as a self employed practitioner. This allows me to apportion time in line with my clients' needs rather than any prescribed timetable.
I also recognised that I could provide clients with a better service and the best possible advice. Now I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I can offer.
My clients are at the heart of my business and keeping them informed of the latest news and information about what is happening in the markets is of utmost importance to me. This website which will be regularly updated provides my clients with this information.