In the first stage of my career, I was instrumental in developing fashion, travel and health businesses. I realised early on that my main interest lay with advising people on financial matters. So, I moved in to personal financial services, where I could see the huge benefits that skilled advice and implementation could bring to a business.
My career started with five years as a solicitor in Canada, before I moved to the UK to work as an investment banker in the City for seven years. Following a number of years as an entrepreneur, I joined a wealth management business consultancy for four years before becoming a Principal at a Partner Practice of St. James's Place Wealth Management.
Working with private clients is the ideal way for me to combine my extensive professional experience with my love of working with individuals to help simplify and improve their lives. I am highly empathetic and a good listener, both of which are also key to gaining a deep understanding of personal financial affairs.
My professional experience and qualifications, as well as the resources available from St. James's Place, mean that I am an ideal source of advice on all areas of financial planning and wealth management.
Whilst my practice deals with all aspects of finance and wealth management, I have continued to build my specialist areas of Trust* and Estate Planning, together with Investment Planning. As well as my portfolio of personal clients, I enjoy working with a number of corporate clients who appreciate the benefit and importance of regular, goal-focused financial planning. We also deal with the increasingly complex field of retirement planning; residential and commercial mortgages*, project and structured finance. *Trusts and commercial mortgages are not regulated by the Financial Conduct Authority.
Whether you are reading this because you are a personal referral, or for some other reason, I would welcome the opportunity to discuss how I can help you. Please contact me to find out.
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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.