With over 35 years of experience in the financial services industry, I have recently relocated to the Worcestershire area. I specialise in providing wealth management and financial advice to clients across the City and the wider West Midlands region.
After recently restructuring my business, I am delighted to be joined by my fiancée, Jo, who brings her 20 years of experience in education to further enhance the support and guidance we offer to our clients.
Together, we are committed to helping individuals and businesses achieve their financial goals with expertise and personalised care.
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The Partner 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.