Senior Partner Practice of St. James's Place Wealth Management
I have gathered a wealth of financial knowledge through previous roles with Lloyds Bank, Prudential, Abbey National and Santander. I joined Bright Wealth Management in 2013 to develop my career further. My priority is to provide quality advice to my clients to ensure we are meeting their long term financial goals.
I advise on a wide variety of financial matters including investment planning, retirement planning, personal protection and inheritance tax planning.
Away from the office I’m a sports fan and enjoy cricket and football, I am a devoted Evertonian.
I am based in the Warrington office and can be contacted on 01925 839180 or 07535 703223.
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.