Prior to joining the regulated financial services industry in 2007, I spent seven years working in the finance and insurance sector. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I give my clients the commitment to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. 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.
Fundamentally I see my approach as one of problem-solving for the client, rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I enjoy having adventures with my wife Kelly and building a long-term future, keeping fit and enjoying the things that really matter.
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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.