With a highly successful career of over 20 years within the financial services sector, and having worked for reputable companies such as Prudential, Lloyds TSB and Scottish Widows I became a top Financial Planning Manager exclusively maintaining high net worth client relationships. In May 2003 I was invited to join the prestigious St. James's Place Partnership, the sole advisory channel for the St. James's Place Wealth Management Group.
Since joining as a Partner with St. James's Place I have opened the doors to many more avenues of financial planning, allowing me to cultivate my practice into more specialist areas of advice.
The valuable wealth management service we offer our clients is tailored to meet their individual financial needs, thus providing the benefit of a single, seamless relationship, whatever your priority.
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