Senior Partner Practice of St. James's Place Wealth Management
I have over 25 years of financial planning experience. I joined Bright Wealth Management in 2009 and I’m based in the Ilkley Office. My background and previous experience as an IFA have enabled me to develop an extensive client portfolio. I am proud to help my clients achieve their financial goals and seeing them benefit from my long-term advice.
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 am kept busy with my grandchildren, on the golf course or training having run 10 London Marathons back to back, although I don’t do this as much these days.
I am based in the Ilkley Office and can be contacted on 01943 816080 or 07957 431189.
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.