Financial Advisor supporting clients with financial planning needs in Lancashire, Manchester and Cheshire.
I was invited to join St. James's Place Wealth Management in February 2014. My interest in Financial Services which commenced in 1998 has presented me with a variety of challenges and great enjoyment. The success of my business is based on building long-term relationships and delivering trusted advice to both individuals and businesses in the North West location.
I advise both individuals and businesses across all areas of wealth management, including building and preserving capital, Inheritance tax planning, retirement planning, financial protection against risk, and managing cash and borrowings.
To view the support I provide I would invite you to visit my website:
The Partner represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The St. James's Place Partnership and the title "Partner" are marketing terms used to describe St. James's Place representatives.