Having qualified as a Chartered Accountant, I left Price Waterhouse in 1993 and have focused on personal financial planning and wealth management ever since.
I have received a number of awards for my work and achievements as a financial adviser.
I have also written on investment strategies and markets for a number of publications in the UK and internationally.
My areas of focus include:
My clients include senior executives at London Stock Exchange listed companies, successful entrepreneurs, investment bankers, partners at leading law firms, barristers, business owners and retired executives.
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.
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.