Partner Practice of St. James's Place Wealth Management
The economy, global stock markets and personal finance has always interested me, and having graduated from Cardiff University in 2015 with an Economics degree, a job in the financial services sector seemed to be the logical ‘next step’ for me.
Having passed the intensive St. James's Place Next Generation Academy earlier this year, I am now one of the Financial Planners at Lansdown Place Wealth Management. I am a holder of the Diploma in Financial Planning with extensive and current knowledge on all areas of personal wealth management. I am currently pursuing Chartered Financial Planner status.
As a younger consultant my emphasis is on building effective and enjoyable long-term relationships with my clients, to provide them and their families or businesses with the best financial advice, as their needs and situations change over the years.
I am a very keen sportsman and enjoy meeting new people.
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.