I am passionate about helping people do more with their money. My goal as a Financial Planner is to empower my clients with the knowledge they need to make a better financial life for themselves and their families using Agile Financial Planning.
My Purpose – Is to empower you to live a more confident and fulfilling life by making smart, informed financial decisions.
My Vision - To be the reliable and friendly partner that helps people end financial uncertainty and enjoy lasting security through expert advice.
My Mission - To provide expert and personalised financial advice to achieve clarity, confidence and certainty through each stage of clients’ lives.
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.