I joined St. James’s Place in 2017 with the Academy Programme, and joined Sovereign once fully trained. I have been advising for just over two years and continue to adapt to ever changing financial regulations and rules.
I approach each of my clients with care and respect for their individual situations. Understanding and client confidentiality are at the forefront to my approach ensuring that each person is understood and cared for accordingly.
I work with a wide array of different clients, be that from individuals and families all the way to large corporate entities.
I am based in West Yorkshire, but have clientele all over the U.K.