With over 30 years’ experience, predominantly in the North West, advising small companies and individuals, I now work with a select group of clients and their referrals across Merseyside and further afield on request.
This experience coupled with one of the highest levels of qualification enables me to offer broad ranging advice, updated with the latest tax and legislative changes.
I am based in Sefton Park, Liverpool and enjoy feeling a part of the community. I love nothing more than a walk in the park with my dogs, Bella and Frankie.
My advice is individually tailored to my clients which is supported by the St. James's Place Guarantee.
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The Partner 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.