I have worked in Financial Services for 28 years providing bespoke advice to business owners, professionals, retired clients and high net worth individuals to help them achieve their financial goals.As a Partner of Broad Chare Partners, I provide a wide range of Wealth management services to individuals and business. 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.Specialties: Currently working with professionals providing financial planning and investment advice.Advise in all areas of Financial Planning, however specialise in Pension and Investment Planning. More details are available at www.broadchareparters.co.uk Also will refer to specialists in my business if required.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 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. Broad Chare Partners is a trading name of Broad Chare Partnership LLP. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.SJP Approved 22/07/2024