I place huge importance on trust and integrity and enter into discussions in a caring and considerate manner. I love working with individuals, families and business owners to help unlock their financial potential and really get to the heart of what is important to them. In life, you get out what you put in, and having the right financial plan for you ensures the correct direction of travel.
I work closely with my clients to get to the key focus of their financial goals, helping them live their best life. My business experience gives me a unique perspective on how to solve complex financial issues with an analytical mind.
I’m able to provide my clients with a bespoke financial strategy that will enable you and your family to build a stronger financial future. Based in Storrington, West Sussex, I’m able to provide services to clients in and around the local area, such as Worthing, Horsham and Shoreham.
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.