After 10 years working as a management consultant in financial services in London, I chose to change careers and relocate back to West Yorkshire. A career in financial advice became the obvious choice, combining my prior experience, interest in finance, and desire to help people. With the support of PFP Wealth, I joined the St. James's Place Academy to become a qualified Financial Adviser.
In addition to the diploma in regulated financial planning, I have a degree in Mathematics and Economics from the London School of Economics and an Advanced Diploma in Management Accounting from CIMA.
My focus in financial planning is on holistically reviewing your financial position and objectives. I then create a tailored strategy for retirement, estate and investment planning, and financial protection to help you achieve those objectives.
Outside of work, I’m a keen runner and golfer, having completed several marathons and being a member of both Dewsbury District and Headingley golf clubs. I’m also an avid reader and enjoy spending time with friends and family.
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.