I have been working in financial services for over 20 years, working in Hong Kong, Sydney and Tokyo. Ten years was spent with financial information company, Bloomberg, and I joined St. James's Place Wealth Management in 2013.
In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified in estate planning and inheritance tax planning. I enjoy working with families, helping with intergenerational planning.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
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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.