I have a wealth of experience and expertise having worked in financial services for 20 years.
I began my career in financial services working within the Lloyds Banking Group, where from 1999 until 2015, I enjoyed a successful career during this time being based at various sites across Nottinghamshire. I built up a loyal and long-standing customer base, and being highly respected by colleagues and peers. For many years, my reputation within the company, and with clients, has resulted in regularly receiving recommendations and endorsements to further build my clients under advice.
I was delighted to accept an invitation to become an Associate Partner Practice of St. James’s Place Wealth Management, as this has allowed me to offer an excellent range of financial services and products, which are available exclusively through members of the Partnership. Within the practice I deal with a range of advice, which includes Investment planning, inheritance Tax planning, Protection, Mortgages and Pension advice.
I promote the development of lifelong relationships with clients, helping them secure the financial futures of themselves and their families through the financial planning services that I now offer. As your needs evolve, I am able to advise you on the most appropriate financial products and services going forward and you shall be safe in the knowledge that my advice is backed by the St. James’s Place Guarantee.
When you need advice, you need advice that you can trust, assisting you in managing your financial affairs more effectively. You also need a person that you can relate to that doesn’t talk jargon, someone who explains concepts clearly.
I am fully Diploma qualified, and feel my years of experience, and depth of understanding of financially planning you and your family’s future, giving me the ability to truly engage with my clients, to gain a real understanding of their needs. I look forward to welcoming new clients to my practice.
Outside of work, I enjoy spending quality time with my family and being a personal assistant for my three children’s own social lives and hobbies, which in itself is another full time career.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.