I am the Director of Global Wealth Management Ltd a Senior Partner Practice of St. James's Place in the North of England.
I have worked both in the On Shore and Off Shore markets and have the CII Diploma and I am working towards my Chartered Status.
In 2009, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Senior Partner Practice of St. James's Place as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside of my working life, I love spending time with my family, golf and travelling.
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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.