Principal Partner Practice of St. James's Place Wealth Management
I started my career in financial services in 2000 as an Independent Financial Adviser before moving to St. James's Place in January 2013. I subsequently joined Sovereign Wealth October 2015 and I am now one of their Mortgage and Protection Advisers.
Client care is very important to me and I strive to ensure that every client feels important and comfortable, building future/long term relationships.
I specialise in offering advice in:
Residential and Buy to Let Mortgages- Assisting my clients with the single largest purchase they are likely to make, ensuring the transaction goes through smoothly by helping them to move into their new home as quickly as possible.
Intergenerational Mortgages- Allowing parents/grandparents to assist younger family members get on the housing ladder without having the need to en-cash existing investments to provide the deposit on their new home. Please ask me for further information on this scheme.
Reviewing client's life insurance requirements and arranging appropriate cover.
I work alongside Accountants, assisting their clients who receive income from various sources i.e. Dividends/Contractors.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Sovereign Wealth Private Clients is a trading name of Sovereign Wealth LLP. Sovereign Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. Registered Office: Building 1265 The Octagon, Century Way, Thorpe Park, Leeds, LS15 8ZB. View the Members of Sovereign Wealth LLP.