I have worked in the wealth management industry for 3 decades, and joined Sovereign Wealth in 2017, having been a St. James’s Place client myself for 5 years prior to that.
I recently relocated with my husband to Lowestoft – Suffolk; I continue to provide all of my clients with the quality service they have previously enjoyed, and look forward to developing new relationships in Norfolk, Suffolk and Yorkshire in the future. Indeed, I continue to provide my services to clients nationwide, many of whom have been referred to me by existing clients over many years.
Financial Planning can be complex; my aim is to totally understand your circumstances and requirements, before presenting appropriate solutions and recommendations to you in a clear and concise manner.
Whether you are a private client or a business, I am here to help.
As well as my own expertise, I can call on any number of specialists within St. James’s Place, or from a carefully selected number of industry experts/providers, and I frequently work alongside clients’ own solicitors and accountants to find solutions for any given situation.
I believe that client service is of paramount importance in today’s world; I am here for you through good times and bad, when you need me and when it matters most. Each of my clients is treated with respect and consideration and highly valued; my aim is to build a strong, reliable, long-term working relationship with you for life.
Add to this the strength of St. James’s Place, providing robust support based on a well-established infrastructure, I am confident and delighted to share this experience with you; assured in the knowledge that I can consistently deliver the first-class advice and superior service that you deserve.