I help busy professionals, business owners and affluent retirees manage their wealth and financial affairs in the most effective way. In particular, I will help you to:- Identify and document your medium to longer term goals (personal, family & business)- Build a robust financial plan, regularly monitored and updated as required- Deliver on your plan, acting as your trusted financial adviser and wealth managerFollowing a background in Engineering, Mobile Telecoms and Programme Management, I retrained in Financial Services back in 2009, setting up my own business as a Partner Practice of St. James's Place Wealth Management. I continued my education and training becoming a Chartered Financial Planner in 2015. I now focus on helping my clients build and deliver on sound financial plans.My core clients fall in to the following categories:- Corporate executives- Consultants - Business owners If you would like further details, please message/connect with me or view my website at www.avonwoodfinancial.co.ukWhen I'm not working I enjoy cycling, music, design and American history.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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing term used to describe St. James's Place representatives.SJP Approved 07/06/2023