Financial Adviser
CurrentHaving been an adviser at St. James's Place for 7 years, I had the opportunity to form my own Practice within the Partnership in the summer of 2021, which was an opportunity I embraced with open arms. Staying with St. James's Place was always an imperative part of my decision to move, since I am proud to have access to their investment management approach, alongside the advice guarantee that they offer. I founded SJM Financial Planning under one fundamental principle. This is to ensure that every client receives the highest client service, no matter what stage they are along their financial journey. I focus on providing high quality advice and creating a financial plan from the outset, and then working with clients throughout their lifetime to help them meet goals and objectives, whether that be at the start of their career, or those approaching the retirement phase. Follow the ‘get in touch’ link on the homepage to find out how I may be able to help you on your financial journey.
