After graduating from Reading University in 2008, I worked for several years in the Agricultural Sector, before becoming an Insurance Underwriter for the largest Syndicate in the Lloyds Insurance Market.
In 2016 I made the decision to diversify into financial services after seeing the effect that good financial advice had on a family member.
In line with my professional background, I have focussed on developing specialist knowledge in corporate insurance planning and additionally advising Corporate and business on their financial planning needs.
However, as a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment, Inheritance Tax and Retirement planning.
Clients based countrywide. Mainly London, Home Counties and Lincolnshire
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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.