Since working in the Financial Services Industry, I have attained various qualifications over the years and now hold the CII level 4 Diploma in Financial Planning.
Having worked for a Home Service Company providing financial advice, I knew that this was the environment that I wished to continue with in the future. By setting up my own Practice, I felt this would enable me to offer a more personal service and along with the advantage of the St. James’s Place Wealth Management process and the expertise available, I feel it ensures my clients both new and old are better prepared to meet their financial objectives.
Outside of my working environment I enjoy spending time with family and friends, watching sports and listening to music, this provides a nice balance between my professional and personal life.
