I help clients understand where they are now and visualise their journey to and through retirement.
Considering myself very fortunate to follow in the steps of my Grandfather and my Father, the experience and knowledge we have built up over three generations is transformational.
It is a great privilege to continue helping families throughout the North West and beyond, some of whom my family have looked after for over 50 years.
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.