I have worked successfully within the Banking and Investment industry since 2000, having previously worked for Forester Financial Services and Halifax. During this period I have witnessed many changes particularly within the banking sector which do not support my views on the level of service which clients should expect.
I was therefore delighted to be invited to join the prestigious St. James’s Place Wealth Management where I am able to offer a wide range of wealth management services of outstanding quality. I am also able to promote the development of truly life-long relationships and help to secure your financial future.
I believe that quality of advice is crucial and therefore that additional qualifications are important. I hold the Diploma in Financial Services with the Institute of Financial Services and the Financial Planning Certificate, Diploma in Financial Planning and Advanced Diploma in Financial Planning with the Chartered Insurance Institute. This has resulted in me being awarded Fellowship Status. I also make sure I keep abreast of changes in what is a fast moving industry.