I have worked in the financial services industry providing advice and guidance to clients for over 30 years. During this time, I have undertaken a significant number of qualifications resulting in me qualifying as a Certified Member of the Chartered Banker Institute. In addition to this, I have been awarded the Later Life Adviser Accreditation (LLAA) which is the recognised benchmark for advice skills of advisers who specialize in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pension planning and annuities, investments & savings planning and tax planning. I have also been awarded the Advanced Pension Transfer Qualification (AF7) by the CII. This gives me the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government's pension reforms.
Prior to working with St. James’s Place Wealth Management, I had a successful career at Barclays Bank providing wealth management advice to clients across Wirral, Liverpool & Cheshire. I have always worked closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available.
I have many years of experience in providing Financial Advice and take pride in looking after my clients. I provide wealth management and financial planning services to individuals, families and businesses. I seek to minimise exposure to taxation, preserve and build wealth and plan for future generations by prudent investment management and financial planning. I always put the interests of my clients first and I offer a no obligation initial consultation and meeting.
*Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.