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Based in Blackheath
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I grew up in Blackheath, London and as a young adult moved away to the East End. I’ve now returned with my young family because it’s truly where my heart is. That’s why it means so much to be able to serve my community. I see my clients as people, not numbers. Any conversation always centres around you, your family and your lifestyle. Don’t get me wrong, numbers are important, I just believe the ‘Why’ is the driving force behind our decisions. That’s why I spend time understanding your needs and goals and is definitely one of the best parts of my job. I’m particularly proud of the service we offer and even prouder of the free financial education programmes we run in over 50 local schools, educating the next generation on effective money management and teaching them key skills on budgeting, risk, interest and savings. When I’m not with clients or in a school, I like nothing better than a scooter ride through Greenwich Park with my wife and young daughter. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/01/2025
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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