Prior to setting up my wealth management business I worked in the chemical and nutritional supplement industries as a Sales Director and a Managing Director.
My qualifications include the Diploma in Financial Management (DipFM), Masters Degree in Business Administration (MBA) and the Certified Diploma in Regulated Financial Planning (DipPFS).
I provide wealth management advice to my individual and business clients by helping them to identify, prioritise and achieve their long term financial goals. Together we create a working plan based on your aspirations, providing clear direction in relation to your financial objectives.
Your plan is a working document which will typically change over time, and I will regularly assess and advise you depending on variables such as legislative changes and investment performance. I also aim to ensure that my clients have considered protecting their families (and where relevant, their businesses) against the risks of premature death or illness.
Outside of work I enjoy wine tasting, playing tennis and golf, and I am a trustee of a local charity. Whether in relation to your personal situation or your business, please contact me if you would like a no-obligation review of your financial situation.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I have most recently worked for many years as an executive assistant for a large conservation charity. I bring to the Practice attention to detail and an excellent understanding of customer service and office management.