I joined St. James's Place in 2016 and qualified as a financial adviser in 2018. In 2021, after several years of studying, I was awarded Chartered Financial Planner status. This is my biggest achievement to date, as the Chartered titles awarded by the Chartered Insurance Institute are steeped in history and they remain today's "gold standard" of excellence and integrity. This is fundamental to my client relationships and the way I work.
Click on the accreditations for more information
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.