Having over 20 years of experience within the industry helping my clients through all aspects of financial planning aiming to achieve their aspirations personally and financially whilst working to prevent life’s eventualities from getting in the way of realising them. On joining Regency I felt the business is truly aligned with my values and the values of my clients which enable me to deliver a bespoke professional service tailored to meet the needs of each individual to build exceptionally strong, trusted and lasting relationships whilst giving peace of mind regarding financial affairs with the satisfaction of great service. I provide expert advice in all areas of wealth management with a vast knowledge of: Investment PlanningInheritance Tax PlanningCorporate financial planning Retirement Planning (Pre and Post)Pension PlanningUtilisation of tax allowancesProtection PlanningBuilding and Leaving a LegacyIntergenerational wealth I pride myself on the quality of service I offer by understanding the background to a client's finances, helping them to identify their priorities and the options available, and implementing a strategy that builds and protects their wealth.I’m dedicated to maintaining and building new trusted relationships which is evidenced by how i approach building my business through personal referrals and understanding that generally friends, family and colleagues of my clients share similar concerns when it comes to their financial wellbeing and welcomes any introductions so I can help them benefit too.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.The title Partner Practice is the term used to describe St James’s Place representatives.Regency Wealth Management is a trading name of Regency Wealth Ltd