We offer a personal wealth management service. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs
I have been in the personal and corporate financial services sector since 1995. After spending 7 years with HSBC Bank PLC I was invited to join the St. James's Place Partnership.
Throughout my career I have developed an extensive knowledge base. I graduated through the Chartered Insurance Institute and have been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII). Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. By continuous professional development, I ensure that my clients receive up to date advice. I live in South Yorkshire with my wife Jennifer and my two sons, William and Thomas. In my spare time I am a keen scuba diver and also enjoy most sports and spending time with my family.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 18/10/2022
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.