I have worked in the banking industry for the last 12 years for one of the major UK institutions. During that time my primary focus has been helping clients make the most of their money and achieve their financial goals. My clients regularly tell me that I am able to make all areas of their finances easier to understand, which gives them confidence to explore their financial needs in more detail.
Over the years I have undertaken many professional qualifications to enhance my knowledge and expertise, including the Chartered Institutes of Insurance Diploma in Regulated Financial Planning and the Institute of Financial Services Certificate in Mortgage Advice and Practice. I feel it is vital to continue to enhance my knowledge and skills through on-going training and development to ensure I continue to be at the forefront of innovation in the industry.
In 2013, 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 Wealth Management 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 work, I love spending time at home with my wife, Tracy and our son, Harrison. I am still a keen footballer, although my legs are beginning to disagree, I think it’s time to take up golf.
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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.