Finance
I’m dedicated to making a meaningful difference in the lives of individuals and families, helping them feel confident and secure about their financial future. I’m passionate about providing guidance that is clear, practical, and tailored to each client’s unique circumstances.
As an Associate Partner of St. James’s Place, I do this by:
• Offering tailored advice on retirement planning, investment planning, and financial protection, ensuring every recommendation is aligned with your goals.
• Creating financial plans that support both today’s needs and long-term ambitions, whether that’s buying a home, funding education, or planning for retirement.
• Building lasting relationships based on trust, understanding, and collaboration, because financial success is deeply personal.
With over 20 years of experience in business ownership, I know that true results are built on relationships, empathy, and commitment.
My mission is simple: to empower individuals and families to plan for the future, protect what matters most, and achieve their financial goals with peace of mind. Everything I do is rooted in integrity, understanding, and a genuine passion for making a positive difference in people’s lives.
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). The `St. James's Place Partnership' and the title `Partner' are marketing terms used to describe St. James's Place representatives.
SJP Approved 10/09/2025