The service I offer is personal, dedicated and individual. I have a good affinity and empathy with clients and excellent contacts throughout the industry, which enables me to offer an exclusive and mutually beneficial service to my clients.
My focus is to guide, coach and in many cases become a financial conscience to gently nudge our clients towards their financial goals.
I’m a Founder Member and Senior Partner Practice of St. James's Place, and have been with the organisation since its inception. I run a family business having been established in 1983.
My objective for all my clients is to give the best possible advice in all areas of wealth management, providing peace of mind for the long term, and I’m proud to say that much of my business comes to me via recommendation from current clients.
I’m based in both Westerham and Orpington, Kent, with the support of Grace Stevenson.
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.