I believe Financial Planning to be an art over a science. That said, you can expect your financial planning meetings to be engaging, clear and demonstrate a meaningful impact.
When I’m not working, you may find me on the golf course or enjoying long walks in the countryside with my family. I also love to ski in the winter months, taking in the beautiful views, powder snow and fresh mountain air.
I founded my business with a clear mission: to provide tailored, trustworthy financial planning that empowers my clients to make informed decisions and reach their financial goals.
I have honed my skills and knowledge to offer comprehensive planning services that address the unique needs of each client.
Business Owners: Running a business presents its own set of financial challenges and opportunities. I specialise in helping business owners manage their finances effectively, including their personal wealth as well as supporting their employees, through financial education sessions.
Individuals: Whether you're just starting your financial journey or looking to optimise your current strategy, I can help you navigate the complexities of personal finance. From saving for a home to planning for retirement, I provide the expertise you need to succeed.
Families: Financial planning for families involves careful consideration of present and future needs. I work closely with you to develop strategies that ensure your family's financial stability and growth, covering everything from, financial protection to estate planning.
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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.