Following the merger of John Finnegan Wealth Management Ltd and Oakway Wealth Management in March 2020, I continue to be responsible the smooth running of the practice on a day to day basis. I manage and direct all client enquiries, provide support with business compliance and technical queries.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

I am responsible for the smooth running of the Practice on a day to day basis. Overseeing the operational side of the business, I manage and direct all client enquiries, provide support with business compliance and technical queries.