I thoroughly enjoy my job as a Financial Planner and Mortgage Adviser. I love speaking to and engaging with people - finding out how they tick and how I can help them. I place the client at the heart of everything I do.
I work with individuals, families and business owners to cover all areas of financial advice.
This includes:
Investment Planning
Retirement Planning
Inheritance Tax Planning
Mortgages
Protection Planning
As a Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and good practice. I have my level 4 diploma in regulated financial advice and my certificate in mortgage advice. It means you can be confident that you are dealing with an Adviser that is wholly committed to providing you with the best possible advice.
In my spare time I love running, strength training, spending time with my family and reiki.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.