As a Financial Planner at St. James’s Place, I create holistic financial plans that help individuals, families, and business owners build brighter financial futures. From investment and retirement planning to protecting what matters most, I tailor every solution to fit your unique life and goals. Based in the South West and South Central regions, I take pride in building long-term relationships and helping clients feel more confident and secure about their financial journey.
As a Financial Planner at St. James’s Place, I create holistic financial plans that help individuals, families, and business owners build brighter financial futures. From investment and retirement planning to protecting what matters most, I tailor every solution to fit your unique life and goals. Based in the South West and South Central regions, I take pride in building long-term relationships and helping clients feel more confident and secure about their financial journey.