I enjoy every day as a Lifestyle Financial Planner, knowing I am helping people become more secure in their life, which is hugely rewarding. I do this role to make a difference because it is rare you get the chance to be more secure in modern day life. We have complex, busy lives that have precious little time for our family and ourselves, let alone thinking about our financial future (short or long term).
Click on the accreditations for more information
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.