Recognising that every client has unique requirements, we offer a bespoke personal service tailored to your specific needs and aspirations. We are committed to building long-term relationships based on trust, the highest levels of ongoing service and professionalism.
I have worked successfully within the Banking and Investment industry since 1987, having previously worked for Prudential, Bradford & Bingley and Halifax. During this period, I witnessed many changes within the banking sector, which do not support my views on the level of service that clients should expect.
Having seen that I could provide clients with a better service and the best possible advice, I was delighted to set up my Practice with St. James's Place where I offer financial planning solutions to individuals, families and businesses throughout the North East.
As a Chartered Financial Planner, I place a strong emphasis on personal development. My Practice works closely with clients, building life-long relationships built on trust and integrity, and ensures clients receive a professional and bespoke service.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 21/02/2023
The Partner 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.