Based in Leighton Buzzard, I provide wealth management advice to clients both within the City, and more widely throughout the UK.
I have spent 20 plus years working in the financial services industry and because of this, I have now established many working relationships with individuals within this sector. This is also due to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring 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 am I able offer a rounded, professional and principled service.
As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax and retirement planning strategies. Fundamentally, I 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.
Outside of my business, I am a keen on football and coach my youngest sons’ team, Southcott Owls. I also work with the Leighton Buzzard Cricket club helping the under 9 team. I also help run two networking groups, one in Hemel Hempstead and the other in Leighton Buzzard which support local businesses and are run as non profit groups. The Leighton Buzzard group has our annual business Fayre every September. The Hemel group gift money annually to the Collett School. Charity is also important to me and I regularly give to the Hospice of St Francis, and the St. James's Place Charitable Foundation, as well as sponsoring the Southcott Owls under 9 team.
I have known Michael Windeler for 15 years. His initial advice on my retirement was sound and has stood the test of time. I have increased my portfolio with him on the strength of his reliability and my confidence in his recommendations. He keeps in touch making sure I'm aware of industry changes th...
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.