Following a successful 15 years of putting guests at the heart of things as a Hotel General Manager, I decided to train within the prestigious St. James's Place Academy in 2021 to qualify as a Financial Planner
Now working within PFP Wealth, a Senior Partner Practice of St. James's Place, I aim to carry on looking after people by putting my Clients goals at the very heart of all the decisions we make together. Helping and supporting them to take control, planning for life’s inevitable twists and turns and ultimately financial independence.
Married to Laura, with two fantastic girls, and Rufus the Dog, I live in the village of Bishopthorpe just outside the stunning City of York. So close that I am lucky enough to appreciate the well-known Minster up close whilst enjoying a regular circular running route. As well as running, I enjoy Cycling, Golf, and long coast and country walks with the girls and of course the dog!
Please do contact me for a chat about any aspect of your financial future. I believe that having a plan and understanding how you aim to achieve your goals supports general wellbeing and better mental health. Sometimes just that first conversation can relieve a lot of stress and give peace of mind and clarity – so call me on my number below or email me.
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.