Since graduating from University in Cardiff, I have worked for PFPS Wealth Management based in Chester. I achieved my professional financial planning qualifications following my enrolment into the prestigious St. James’s Place Academy. My studies are ongoing, as I work towards fulfilling my career ambition of becoming a Chartered Financial Planner.
My approach to working with clients involves developing a close and longstanding relationship. Initially analysing their current circumstances, establishing their financial aims and long term objectives, and subsequently assisting them in creating a personal, bespoke, financial plan. I firmly believe that the fundamental skill of a financial consultant is the ability to listen carefully to clients, understand their needs and provide specialist knowledge.
I provide advice and assistance in the following areas:
- Individual and Corporate Protection (life insurance, critical illness cover, income protection)
- Savings and Investment Planning
- Retirement planning
- Inheritance tax planning
In my spare time I am a very keen and competitive sportsman, my main passion is hockey. I have represented my country numerous times at various events and competitions across the UK and Europe . I am currently playing for Chester Hockey club.
Please don’t hesitate to contact me if you have any questions or if you would like to arrange a meeting.
PFPS Wealth Management Ltd 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/about-st-james-place/our-business/our-products-and-services. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.