Principal Partner Practice of St. James's Place Wealth Management
I have been providing holistic financial planning for my clients and their families since 1993. This has involved me working with business owners, directors and professional individuals providing advice on both their personal and business financial planning. At the heart of my relationship with all these clients is my role as their trusted adviser.
After running my own successful financial advisory business, I was asked to join St. James’s Place in 1999 and achieved the status of Principal Partner in 2017.
My objectives are to provide bespoke personalised financial planning tailored to each client’s specific needs. By working with my clients and their families, I am able to build robust intergenerational planning for the whole family. I also work extensively with their advisers including their lawyers and accountants.
The areas of financial planning I provide advice in covers:
Estate and Inheritance Mitigation
Protection including Business
I also work with a numbers of private client teams advising their clients on financial matters relating to divorce and bereavement.
In 2007 I was recognised by St. James’s Place and received an award from Michael Johnson.
Beyond my work with clients, I’m a school governor and sit on the board of two Yorkshire based charities.
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.
Sovereign Wealth Private Clients is a trading name of Sovereign Wealth LLP. Sovereign Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. Registered Office: Building 1265 The Octagon, Century Way, Thorpe Park, Leeds, LS15 8ZB. View the Members of Sovereign Wealth LLP.