I opened my Partner Practice within St. James's Place in 2016 and I have 22 years of financial services experience as an Adviser helping personal and corporate clients. I have also held senior management positions, including Director at Barclays Wealth working in the Private Bank.
It is essential that my clients have peace of mind regarding the skills and technical knowledge of their chosen and trusted adviser, consequently I have worked hard to achieve Chartered status within my profession. Knowing that I am highly qualified is important to my clients but is only half the story. Experience has taught me that trust and a strong understanding of my client's objectives, ensuring a mutual desire to succeed in completing them, are the fundamental building blocks of a great, long-term client experience.
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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.