My Approach
After 17 highly successful years at the Halifax, where I performed the roles of Adviser, Senior Adviser and Area Manager, I was delighted to accept the invitation to join the St. James’s Place Wealth Management, via Sovereign Wealth Private Clients, in 2010.
It was an opportunity too good to turn down, due to the prestigious nature of the company and has enabled me to meet more of my clients’ needs by offering a wide range of wealth management products of undoubted quality. This has certainly gone down well with my clients as the majority of new contacts have been referred to me by satisfied clients.