Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2016 from Liverpool based Rathbones Investment Management. I have over 10 years financial services experience from a diverse range of roles within financial planning including Financial Adviser and Private Banker. My previous roles have given me a great insight into the needs of the client when planning their financial future. I take great satisfaction in the technical aspect of financial planning, I pride myself in being able to identify the best products for a clients needs, and alongside the advisers I provide a tailored plan to help meet the clients financial security goals. I achieved Chartered Financial Planner status in 2019.
Away from the office I’m kept busy with my young family and love to travel.
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.