Senior Partner Practice of St. James's Place Wealth Management
My career in financial services spans over 20 years, since leaving school I’ve been a mortgage adviser, an investment planner and a financial adviser. I joined Bright Wealth Management in 2018 following on from a role at BFS Financial Services where I managed a team and looked after financial plans for existing clients. In 2016 I was proud to achieve Chartered Financial Planner status, this confirms my drive for excellent client service.
I am a holistic financial planner, I can advise on areas including investment planning, retirement planning, personal protection and inheritance tax planning. I enjoy getting to know my clients, meeting them face to face and ensuring I understand their individual needs, so I can provide quality tailored long term advice.
Away from the office and study I enjoy spending time with my family, getting out for a good long walk or watching a film.
I am based in the Warrington Office and can be contacted on 01925 839180 or 07887 628795.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.