I have worked in financial services for over 35 years and provide broad-based advice, to a diverse spectrum of clients; including business owners, senior executives and professionals, as well as families and retirees; helping them to set out a strategy and working through practical solutions to the financial issues that concern them most.
As a Partner Practice of St. James's Place Wealth Management, based in Sutton Coldfield, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years, to achieve this I meet with my clients on a regular basis so we can work together to check their financial goals and objectives are on track.
I am also looking to grow my business and my specialist advice covers all areas of wealth management, including Retirement Planning, Investment Planning, and Wealth Protection issues such as Inheritance Tax and succession planning.
Outside of my working life I enjoy cricket, golf and spending quality time with my family.
After growing dissatisfied with our financial provider, I had an informal chat with John at a cricket match which turned into an informal review and ultimatley us moving under John's wing for our financial future. What impressed us was John treated us as individuals, we have differing wants and he s...
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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.