Senior Partner Practice of St. James's Place Wealth Management
I began my financial management career in 1988 with Swinton Insurance. I worked as a Financial Adviser for Royal Sun Alliance until 1999, where I became an IFA. I joined Bright Wealth Management in 2010. I believe working at Bright Wealth Management allows me to concentrate on providing the best long-term advice and meeting my clients individual requirements.
I advise on a wide variety of financial matters including investment planning, retirement planning, personal protection and inheritance tax planning. I am also a specialist mortgage adviser.
Away from the office I love football, I’m a keen Manchester United fan.
I am based in the Warrington Office and can be contacted on 01925 839180 or 07973 552670.
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.