Senior Partner Practice of St. James's Place Wealth Management
I provide detailed financial planning to private individuals and companies; this ranges from protecting what’s important and planning for the future, to employee engagement and company exit strategies*.
After studying International Relations as an undergraduate and postgraduate at Aberystwyth University, I worked in different SMEs and for Helphire PLC.
I joined Bright in February 2019 and work from Alderley Park, which is the former AstraZeneca site near Alderley Edge in Cheshire.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
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.