Having previously held advisory roles within Trustee depts/accountancy practices and consulting actuaries, I started building my own clientel in March 2007. I provide on-going financial guidance across all areas of financial planning and asset management.Specialties: Devising planning, investment and financial management strategies for individuals. Pension, estate and investment planning being key components.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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.