As a Chartered Partner of St. James’s Place Wealth Management I have over 20 years experience in the wealth management industry. I strive to provide the highest standard of personal service and quality advice to all of my clients.
Following the Retail Distribution Review (RDR) there was a requirement to raise the adviser qualification level within the Financial Services Industry so that all advisers are qualified to at least Level 4. However, I have taken extended studies and exams to be qualified to Level 6 through the Certificate in Private Client Investment Advice and Management.
The long term relationships with my clients and their families are built over the years on trust and integrity. My aim is to make every client feel as though they are my only client.
Working with St. James’s Place Wealth Management enables me to provide holistic advice to structuring and preserving client’s wealth. By consulting my colleagues at St. James’s Place, who are experts in specialist key areas, clients can expect not only the highest quality service, but sound guidance from the top professionals in the financial industry.
This overall experience is enhanced with my clients having peace of mind that St James’s Place Wealth Management Group guarantee all of the advice provided.