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 was proud to attain Chartered Financial Planner status, this corroborates my commitment to providing my clients with the best individual service.
I specialise in all areas of financial planning including investment planning, retirement planning, personal protection and inheritance tax planning. I also work with business owners on all their financial requirements, such as corporate pension planning, mitigating tax liabilities and aspects of business exit strategy planning.
Away from the office I play golf and support Manchester United.
My clients are based mainly in the North West of England in Manchester, Lancashire, Cumbria, Yorkshire and Cheshire but I do regularly travel down to Shropshire and the South East including London.
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.