Key to my success is the ability to build and maintain long-term relationships, founded on trust and borne from integrity, honest and clarity of communication.
I am a Relationship Management professional with over 10 years’ experience in providing consultative advice to individuals and companies.
Key to my success is the ability to fully understand my client’s aspirations. Often these can be unformed, fragmented, or difficult to determine without full discussion with a financial specialist. Having worked with Clients to identify these goals and aspirations, I effectively construct, communicate, and implement bespoke solutions specifically targeted to achieve them.
I work with Client’s who have varied levels of investment experience and whose aspirations may cover a wide variety of objectives. Client may be looking for:
For me, it is most important to be able to work alongside my clients on a continuing basis, to identify and discuss their changing needs and manage their wealth accordingly; even if circumstances may change in the future.
To arrange a no-obligation, confidential consultation, please Email me.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief generally depends on individual circumstances.
If I hadn't met up with Rebecca Bailey my finances would have been in a state of chaos with me not understanding anything. I feel each time she comes to see me - my finances become more organised. Rebecca Bailey is flexible, understanding and knows how to explain things so I understand. She is fr...
Click on the accreditations for more information
Enter your email address and register or update your existing email preferences.
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.