I started my financial planning Practice with St. James’s Place in 2008, but I have been a client of the organisation for nearly 20 years. As a client I was always impressed by the professionalism of my St. James’s Place adviser and the organisation and therefore had no hesitation in choosing to join the Partnership when I decided to build a wealth management practice of my own. I now run a Senior Partner Practice and I am a Chartered Financial Planner, which is the ‘gold standard’ for advisers in the UK.
I know that thinking about your finances and planning for the future can be very daunting to a lot of people. Too many of us work very hard without taking the time out to really plan for a comfortable retirement. And if you’re a female, your private pension pot may be a lot smaller than that enjoyed by your male equivalent.
Many people put off thinking about the future, but this is precisely where I can help you and your family by understanding what you want from your future and creating a bespoke plan for you so your finances can help facilitate the life you want.
Working mainly with professionals and business owners, I encourage my clients to take a goals-based approach to their financial planning and help them to plan for a comfortable retirement.
I work with people throughout their life journey and focus on building lifelong relationships with them. My main aim is to help my clients transition comfortably from work to retirement, helping them to secure the financial futures they want for themselves and their families and my advice equips them with the knowledge about what they can be doing now to create a tax efficient legacy for the next generation of their family.
I offer specialist expertise in Investment Planning, Inheritance Tax Planning, Retirement Planning and Protection. I believe each individual's circumstances are unique, therefore I take my time to fully understand my client's needs, goals and objectives, carefully reviewing their current position and developing a working plan to meet those requirements for the short, medium and long term.
In March 2020, the Practice was named “Professional Services of the Year” at the Ilkley Business Awards 2020, and I was named a Finalist in the category “Business Personality of the Year”.