I have worked in financial services for over 15 years and provide hollistic advice, mainly to corporate entities, directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including: retirement planning, wealth protection, savings and investment planning.
Since becoming an Associate Partner Practice with St. James's Place, I believe that I have built a strong reputation for meeting clients' needs and see my approach as one of problem-solving for the client — rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. Because of my strong client focus, I build my business predominantly on introductions. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
I ensure that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able offer a rounded, professional and principled service.
Outside of work I am the Chairman of the Causeway Chamber of Commerce. The Chamber strives to support the creation of the best possible climate in which to nurture economic activity in the region and encourage the success and growth of its members.
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.