I am passionate about helping my clients assess their current financial situations and then help them to make a plan to assist them to achieve their financial objectives and needs. I provide advice in the following areas:Helping both individuals and businesses manage their finances in the most tax efficient manner.Helping people to make financial plans for the future, whether that be retirement planning, estate planning or in with regard to their Investment Planning.Protecting individuals, families, business owners and their employees financially in the event of death, serious illness or loss of income.I also provide mortgage advice to the following; first time buyers, customers looking to remortgage, buy to let, self-employed.Your home or other property may be repossessed if you do not keep up repayments on your mortgage.Some Buy to Let Mortgages are not regulated by the Financial Conduct Authority.I have a real passion for working with people in a face to face manner in order to help people to meet their objectives. I also work hard to build and to maintain strong relationships and I provide regular financial reviews with my clients. You can expect nothing less than excellent customer service and a Financial Adviser that is willing to go the extra mile for you.I am looking to help people who would like to understand more about the benefits of good quality Financial Planning Advice , so please do not hesitate to contact me or connect with me.When I'm not working I enjoy keeping fit, playing tennis and following sports such as football and cricket.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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 02/02/2023

To deliver a comprehensive financial planning service to Lloyds Bank customers, to ensure that the solution arranged is appropriate for the client's needs. I coach and motivate my branch team and self-generate appointments to ensure that opportunities to advise and help Lloyds Bank customers with their long term financial planning needs are fully maximised.Currently 143% of company target YTD, including 148% in Q1 and 157% in Q2 2014.I am currently ranked within the top 5% nationally and in the region.I consistently interview 15-20 customers per week resulting in a conversion to 8 customer outcomes.My quality standards are excellent and I have maintained a very low risk score. I have demonstrated an excellent business spread. I have receive excellent customer service feedback from customers.

Managing a team of client services executives; coaching my team to improve sales performance; working to a target booking appointments for IFA's.Consistent achievement and outperformance of individual team appointment targets.Averaged 45 appointments booked per week against an individual target of 30 in 2009.Promoted to Client Services Team Leader in 2005.Invited to Lighthouse convention in Monte Carlo in 2008 due to outstanding contribution towards Client Services Department.Became a Self-Employed Mortgage Adviser in addition to Client Services Team Leader role in 2008.I achieved a record £1 million gross commission for individual appointments booked for Lighthouse IFA's in 2008.The team that I managed achieved a record £3 million gross commission from appointments booked for Lighthouse IFA's in 2008.

Booked appointments for IFA's.Carried out administration on behalf of IFA's which included sending out letters, carrying out CTP quotes etc.