With 13 years of experience in the financial services industry and specifically the past four years working as a Financial Planner, I am passionate about goals based financial planning. I work with individuals and families by creating a plan to help achieve their goals and objectives. Some of the key areas of focus include:
- Mortgage Planning – What can I afford and when can I get the house I want?
- Protection Planning – Planning for those worst-case scenarios
- Savings & Investments – How best can I utilise my spare cash?
- Pension Planning – When can I retire? And how much do I need to retire?
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Outside of work, I enjoy spending time with my family, I have two young daughters who keep me very much on my toes. I enjoy most sports, and when I’m not busy entertaining friends and family I’ll likely be on a golf course or involved in some form of sporting activity.
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.