I have worked with private clients and their families across a number of private banks and wealth management firms for the past 35 years before deciding to join Bryant Associates Wealth Management in 2023.
My wide-ranging knowledge and experience allows me to offer holistic advice to clients across the full spectrum of financial products and services and to help people achieve their long-term goals and objectives. I am looking forward to working more closely with local clients and businesses, offering a personalised face-to-face service.
I have attained the level of Chartered Fellow, the highest level of membership available from the Chartered Institute for Securities and Investments and look forward to utilising my expertise to find the best solutions for our clients' changing needs and circumstances.
In my spare time I enjoy golfing and walks with the dog.
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.