Partner Practice of St. James's Place Wealth Management
I have worked within the financial services industry throughout my working career and have been giving financial advice to clients for over 17 years.
I joined Lansdown Place Wealth Management as a Private Wealth Consultant in July 2014, with the view to establishing and maintaining long-term relationships with my clients, providing them with trusted face to face financial advice.
My advice covers all areas of wealth management, including investment planning, inheritance tax planning, retirement planning and financial protection for my clients and their families.
I am married with 2 children, I enjoy playing football, coaching my sonís football team and I regularly play squash.
The Partner Practice 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.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.