I have been in the financial services profession all my working career and joined St. James's Place in 2008 and was appointed Senior Partner in 2018. I have lived in the South West most of my life and the majority of my clients are on the South Coast. However, I also look after many clients further afield in the South of England as well as in London as I look after a lot of families who live in different areas and am recommended to friends and family members of clients.
I understand that everyone has different financial circumstances and objectives, and as such I offer bespoke financial planning. There are no ‘off the shelf’ solutions, and clients understand that they are treated as unique individuals and know that their specific goals can be achieved. I do not believe that my involvement stops there. It is imperative that plans are regularly reviewed to ensure they are up to date and on track, and if plans need to be changed, they can be.
I pride myself in providing an invaluable service to clients which gives them holistic financial peace of mind. The level of client satisfaction can be judged by the fact that the majority of new clients come to me as a result of personal recommendations from existing clients.