I was delighted to accept the invitation to join St. James’s Place Wealth Management in 2012 after 31 years of experience in the financial services industry.
I recognised that I could provide clients with a better service and the best possible advice by setting up my own company, becoming a 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.
I was particularly drawn to the distinctive Investment Management approach that St. James's Place has to offer. St. James's Place do not employ any in-house investment managers, instead they carefully select a number of external managers of outstanding ability to manage a range of funds, The cornerstone of this approach is the investment committee, which is advised by a number of external independent consultancies.
My core value is to ensure that I maintain long and trusting client relationships through honesty, simplicity and exceptional customer service.
I believe that my service is unique and I aim to help my clients by offering high quality advice and guidance and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.