I embarked on a career in financial services in 1999, and had worked as a financial adviser for a high street bank for 5 years, before joining St. James's Place in 2012.
After working within a successful Practice for 7 years, I decided to establish my own and in 2020 I began life as the Director of Longsands Financial Planning Ltd, a Partner Practice of St. James's Place.
I am very much of the view that financial advice should be made available to anyone concerned enough to seek it and therefore I am committed to providing honest, quality, face-to-face financial advice to individual clients and businesses with a view to helping them achieve their own, and their family’s financial planning goals. I believe that by ensuring that my industry knowledge remains relevant and current, by placing strong emphasis on my personal development, that this helps me to provide the best possible ongoing advice to my clients.
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The Partner Practice is an Appointed Representative of and 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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.