About the business
I am a Financial Planner working as an Appointed Representative of the St. James’s Place Partnership. I provide high-quality personal advice on many aspects of Wealth Management; Retirement, Investment, Mortgage and Protection planning to name a few.
I am qualified through the Charted Insurance Institute (CII) and have successfully completed the St. James’s Place Next Generation Academy.
My emphasis is to maintain long term relationships with my clients by providing trusted advice as their financial needs evolve over the years.
Please do not hesitate to contact me for a no obligation review of your finances. This can be conducted face-to-face at your home or here in the office, or via Zoom.
I am qualified through the Charted Insurance Institute (CII) and have successfully completed the St. James’s Place Next Generation Academy.
My emphasis is to maintain long term relationships with my clients by providing trusted advice as their financial needs evolve over the years.
Please do not hesitate to contact me for a no obligation review of your finances. This can be conducted face-to-face at your home or here in the office, or via Zoom.