Following completion of my degree, I became interested in the Financial Services Sector, which in January 2016 led me to join Sovereign Wealth, a Principal Partner Practice of St. James’s Place Wealth Management.
As well as my own experience and knowledge, I can call on any number of specialists either within the Partnership or from a carefully selected number of industry experts or providers. In this way an appropriate solution can be developed for any given situation.
It is important to me to build long standing relationships with my clients through personalised face to face advice and regular review meetings. Most of my new clients come to me through referrals from existing clients or professional relationships.