I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Prior to joining the financial services industry, I completed an accountancy degree at Queen's University Belfast which complements the financial advice roles I held in WHR Accountants until the creation of WHR Wealth Management Ltd. After graduating I decided to complete professional qualifications in Financial Advice progressing through Certificate and Diploma level, and now hold Chartered Financial Planner status - a clear differentiator when selecting a professional adviser.
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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.