Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2013 after several years working for Alliance & Leicester, Abbey National and Santander. This varied background in financial services has taught me to cultivate a thorough understanding of my clients requirements to enable me to tailor my advice to meet their future plans.
I specialise in all aspects of finance, including investment and retirement planning, personal protection and inheritance tax planning. I also work with businesses regarding corporate financial planning, including employee benefits, workplace pension planning and auto-enrolment.
Away from the office I play golf and being from Wigan, I’m a Wigan Warriors fan.
I am based in the Warrington Office and can be contacted on 01925 839180 or 07535 039274.
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.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 10506607. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 319159687.