I combine a warm, approachable style with clear, client-focused guidance, specialising in retirement planning. After a career in banking and St. James's Place, I joined Jones Regan in 2025, providing modern, jargon-free advice to help clients make confident financial decisions.
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.