Sherwood Corporate Solutions Ltd
Senior Partner Practice of St. James's Place Wealth Management
I have worked in the financial services industry for over 10 years and I specialise in providing bespoke financial planning and wealth management advice to families in Harrogate and the surrounding area.
My passion as a Financial Planner is to improve the financial lives of families and help them build generational wealth. I dedicate time getting to know my clients and their families, to fully understand what their goals and aspirations are and equally important building a trusted relationship with them over the long term.
The majority of my clients come from personal recommendations by existing clients, who trust and value the advice I have given them.
In my spare time I enjoy spending time with my two young children, reading and socialising with friends.
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.
Sherwood Corporate Solutions Ltd is registered in England and Wales, Number 04581077. Registered Office: 202 Oakbrook Road, Sheffield, S11 7ED, England.