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Occupation

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Finance / Banking / Insurance

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About

First of all thank you for viewing my profile. Having entered the financial services sector 20 years ago, during which time I have dealt exclusively with private clients, I was delighted to accept an invitation to join St. James's Place Wealth Management as an Associate Partner Practice, where I now have access to the distinctive investment approach and dedicated customer care that the St. James's Place Wealth Management Group has to offer. Most new clients come to me as a result of personal recommendation by existing clients. I offer a comprehensive Wealth Management service, which entails: ► Ensuring I have full understanding of my clients circumstances. ► Providing them wi