Although I do have a vast amount of technical expertise, I pride myself on working closely with my clients, simplifying the complex, and building relationships to understand what is really important to them - this is the key to effective and valuable financial planning.
By truly understanding my clients I help reduce financial stress and complexity whilst encouraging positive financial behaviour.
I can honestly say that I go above and beyond for my clients and work towards their goals as if they were my own. My passion for finance and doing what is right, are the values and foundation of my work.
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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.