I have worked within Financial Services for over 10 years providing advice to a range of professional and personal clients; helping to identify practical steps to meet their financial goals.My advice covers all areas of Wealth Management, including, Retirement Planning, Wealth Protection, Saving and Investment planning. As an Associate Partner Practice of St. James's Place based on the Shotley Peninsula in Suffolk, my emphasis is on strong client relationships providing a trusted source of advice as financial needs and plans evolve. I focus on helping clients to understand their options and identify their priorities and together work towards a tailored financial solution.The Partner/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 03/11/2023