Senior Partner Practice of St. James's Place Wealth Management
I have worked in financial services for over 30 years and provide broad based, holistic advice to directors, professionals, the self employed and retired clients helping them with clear, practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management including protection for individuals as well as businesses, retirement planning, wealth protection, savings and investment planning.
My emphasis is on maintaining long term relationships with my clients to provide them with a source of trusted advice as their financial needs evolve over time.
I am married with two children now both at University. I run a wargames club in Hitchin, act as treasurer to a local charity and have a keen interest in archery and history.
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.
Orion Financial Management Ltd is registered in England and Wales, Number 7646966. Registered Office: Milton House, Gatehouse Road, Aylesbury, Bucks, HP19 8EA, England.