Based in Newcastle, I provide wealth management advice to clients both within the City, and more widely throughout the north east of England.
I am committed to offering an excellent service to my clients. One way that I can ensure this is by keeping my industry knowledge relevant and current by placing strong emphasis on my personal development. After a lengthy examination and qualification process, I am delighted to be recognised as a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute.
This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Click on the accreditations for more information
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.