Welcome to my Practice

As a Chartered Financial Planner and fully accredited member of SOLLA (Society of Later Life Advisers), I provide wealth management advice to individuals and businesses. My advice is tailored to meet your personal and/or business objectives.

Promotions

Item 1 of 4

Testimonials

Item 1 of 9
Jo’s commitment to her clients has always been her main priority and as such she made a superb asset to the St. James's Place Partnership. I have had the pleasure of having Jo working in my team for many years and I commend her to you and your loved ones.
Andrew Start| Business Acquisition Manager, St. James's Place
of9

SJP Approved 18/09/2023

The Partner 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.