I have been advising in the Financial Services Industry for 20 years, and was previously with a major High Street and Private Bank offering limited tied advice through their products. Due to my extensive knowledge and valuable experience I was invited to be a Partner Practice of the Award Winning St. James's Place Wealth Management which has been recognised as one of the top UK Wealth Management organisations. One of my key aims is to provide a highly professional, competent and personal approach to Financial Planning, wealth management and client services for both personal and business clients.
I believe my role is to pass on my knowledge and experience through helping and educating my clients in the world of finance relevant to their own specific situation. My help and assistance has enabled them to make more informed choices regarding their options which in turn has benefited many of them financially. I believe I have enlightened all my clients and have been able to give them information that in many instances they didn’t know and this is achieved by my Personal Investment planning and Pension Review Service which is offered on a no obligation basis.
Within my Practice I have ensured that I have got all the financial service needs of my clients covered and with the introduction of the new mortgage review service, one of my team can assist you.
Mortgages* - We offer a comprehensive range of mortgages from across the market, which lenders make available to mortgage intermediaries. no obligation quotes provided.