I Joined the Financial Services Profession in 1996 working with a wide range of personal and corporate clients with differing needs and profiles.
In 2004 I moved into working with one the country's largest retail banks and spent the next 11 years advising clients and managing teams of financial advisers before moving to advising clients directly in 2015.
Based in Essex, I provide wealth management advice to clients across London, and more widely throughout the south east of England.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Outside of my business, I am a keen musician.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Helen Jackson has supported me through the whole process of obtaining my mortgage. I felt assured and confident at all times that I was being given the best possible advice and ultimately the best possible mortgage deal on the market for my individual circumstances. Helen also arranged my life insur...
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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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.