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 specialise 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.
*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.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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.