I am a Chartered Financial Planner and also a Fellow of the Chartered Insurance Institute and I have worked in financial services for over 30 years. I provide broad based advice, mainly to professionals and retired clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, investment planning, retirement planning, wealth protection, family and business protection.As Chartered Financial Adviser with Regency Wealth Management, a Partner Practice of St. James’s Place Wealth Management, I am based in Barnby Dun, Doncaster, 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.During my time with Bradford & Bingley and Lloyds TSB particularly, I had the benefit of experiencing many facets of finance and customer service and this customer service is at the heart of my business now. I truly believe that looking after my clients is my first priority. I am well known for speaking in plain English and explaining things in a straight forward way and I insist on only the highest levels of client care and professionalism, and above all else, doing the right thing for my clients every time.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 representatives.