I have 24 years of financial services experience, during this time I have learnt that regularly meeting with clients and maintaining our ongoing relationship provides the best benefits for them as I can help them make the right financial decisions when the time comes.As a Senior Partner Practice of St. James's Place Wealth Management, I provide a wide range of wealth management services to individuals and businesses in the North East of Scotland. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.I am pleased to say that I achieved Chartered Financial Planner status with the Chartered Insurance Institute in December 2014.The Senior 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). The title 'Senior Partner Practice' is a marketing term used to describe St. James's Place representatives.SJP Approved 08/05/2024