I have enjoyed a successful career in financial services for over 30 years, working with both private and corporate clients and helping them to achieve their needs and goals.
I was proud to accept an opportunity to join Sovereign Wealth Private Clients, a Principal Partner Practice of St. James’s Place Wealth Management. The prestigious nature of a top FTSE 100 company connected with its reputation will allow me to continue to meet more of my clients’ needs by offering a wider range of wealth management products.
I have worked with many prestigious companies within the UK including Eagle Star, Aviva and Legal and General and in the last 8 years with the Halifax as a Senior Adviser and Consultant. During this time I have always kept my knowledge and skills up to date in an ever changing financial world where legislation can sometimes become complicated and confusing to the general public.