After 33 years in the financial services industry, including 12 years as an IFA, I was delighted to accept an invitation to join St. James's Place as a Partner in 2012.
Based in Solihull, I provide wealth management advice to clients both within the City, and more widely throughout the United Kingdom.
Charity is also important to me and I regularly take part in various charity fundraising events across the Midlands and the local community.
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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.