Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2007, having gained an abundance of experience in financial services with organisations such as Nat West and Friends Provident. I joined Nat West as a trainee, progressing to Personal Mortgage Adviser across a number of different branches. I worked on an IFA telephone helpdesk and in a Business Acceptance Team handling compliance. I’ve also managed and trained teams of colleagues. My Paraplanner role utilises my experience in compliance and roles where I previously gave advice.
Away from the office I enjoy great holidays.
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 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.