I have worked successfully within the banking and investment industry since 1997 during which time I have seen many changes. Many of these changes have not conformed to my belief in the level of service which a client could expect. I therefore decided to move to an environment where I could control the service commitment to my clients and I have become a Partner Practice of St. James’s Place Wealth Management.
I believe that the quality of advice given is very important and therefore qualifications are important. I hold the Chartered Insurance Institute's Financial Planning Certificate and the Diploma in Financial Services and I am continually updating my knowledge in this ever changing industry.