I have a wealth of experience and expertise having worked in financial services for over 20 years. I joined Lloyds Banking Group in 1998 and enjoyed a successful career there as a financial adviser. Whilst at Lloyds I was highly respected by customers and colleagues alike and put customer service at the forefront of my proposition.
Consequently, I built up a loyal and long standing customer base and regularly receive recommendations both from my private clients and from other long-standing professional relationships. I was delighted to accept an invitation to become an Associate Partner Practice of St. James's Place Wealth Management, a move which was a natural progression for me, as this has allowed me to offer an excellent range of financial services and products which are available exclusively through St. James's Place.
I am fully Level 4 diploma qualified and look forward to working with both existing and new clients to help them achieve their own financial freedom.
I have a wealth of experience and expertise having worked in financial services for over 20 years. I began my career in financial services working within the Lloyds Banking Group, where from 1999 until 2015, I enjoyed a successful career during this time being based at various sites across Nottinghamshire.
I built up a loyal and long-standing customer base, and being highly respected by colleagues and peers. For many years, my reputation within the company, and with clients, has resulted in regularly receiving recommendations and endorsements to further build my clients under advice. I was delighted to accept an invitation to become an Associate Partner Practice of St. James’s Place Wealth Management, as this has allowed me to offer an excellent range of financial services and products, which are available exclusively through St. James's Place.
Within the Practice I deal with a range of advice, which includes investment planning, inheritance tax planning, Protection, Mortgages and Pension planning advice. I promote the development of lifelong relationships with clients, helping them secure the financial futures of themselves and their families through the financial planning services that I now offer. As your needs evolve, I am able to advise you on the most appropriate financial products and services going forward and you shall be safe in the knowledge that my advice is backed by the St. James’s Place Guarantee. When you need advice, you need advice that you can trust, assisting you in managing your financial affairs more effectively. You also need a person that you can relate to that doesn’t talk jargon, someone who explains concepts clearly.
I am fully Diploma qualified, and feel my years of experience, and depth of understanding of financially planning you and your family’s future, giving me the ability to truly engage with my clients, to gain a real understanding of their needs. I look forward to welcoming new clients to our Practice.
Outside of work, I enjoy spending quality time with my family and being a personal assistant for my three children’s own social lives and hobbies, which in itself is another full time career.