I’ve worked in financial services since 1998, joining the Practice in 2014 after many years with Nationwide. I’m LIBF-qualified, specialising in retirement planning, including defined benefit advice, and I deliver tailored guidance to help clients achieve long-term goals.
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.