I established a Partner Practice with St. James's Place in December 2013. My office and team are based in Broadstone, Dorset.
With over a decade of experience in the Financial Services profession, I specialise in a personal approach to financial planning. By understanding your individual goals I will develop a Wealth Management strategy to meet your financial objective
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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.