I'm a planner by nature. I love lists, schedules, zooming out and figuring out the Big Picture and how to move from A to B. So a career in Financial Planning is a natural fit.
My job is to truly understand my clients’ goals and dreams for the future and then to come up with a financial plan that will help make those dreams a reality. We review it regularly, adapting as circumstances change and goals evolve.
Because if there’s one thing that’s certain in life, it’s that things change.That's why it's helpful to have someone on hand to help you navigate those changes and adapt your finances accordingly.
I am a Chartered and Certified Financial Planner™ and have been an adviser for Arlene Addison, a Senior Partner of St. James's Place since 2019, and a part of the team since 2014.
I am particularly passionate about galvanising women to get in the driver’s seat of their financial lives. There is a persistent gender gap in pension wealth and investments, and my mission is to do all I can within my professional remit to help close this gap.
When I'm not helping people feel in control of their finances, you'll find me on my yoga mat, wild swimming or with my nose in a book.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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 title 'Partner' is a marketing term used to describe St. James's Place representatives.
SJP Approved 28/06/2023
I like helping people on:
Buying a property
Pensions – Getting started
Pensions - Approaching retirement
Certified Financial Planner™ Chartered (APFS) Cert CII (MP)
My charging model:
Ongoing % fee