My successful career spans 20 years within the financial services sector.
I specialise in the areas of Investment and Pension Planning, and Protection Planning. My experience is also complemented professionally by having completed the Chartered Banker, Diploma in Investment Planning in 2011.
I am a member of the Chartered Insurance Institute, the Chichester Chamber of Commerce and the First Friday Network.
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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.