Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2013 following roles at Lloyds Bank and Santander. In 2015 I attained Chartered Financial Planner status which developed my financial planning skills and technical knowledge further, ensuring I provide my clients with the best financial advice tailored to their individual needs.
I specialise in all areas of financial planning including investment planning, retirement planning, personal protection and inheritance tax planning. I also work closely with business owners on all their financial requirements, such as corporate pension planning, mitigating tax liabilities and aspects of business exit strategy planning.
My clients are based mainly in the North of England in Cheshire, Lancashire, Manchester, Merseyside and Yorkshire. However, I regularly see clients in Shropshire and the South East too.
Away from the office I like to travel, play golf and support Manchester United.
I can be contacted on 07507 962926 or 01925 839189.
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.