Listed in Financial Advisers
- 105/107 Bath Road,Cheltenham.GL53 7LE
- 01242 210972
I am committed to building long-term, high trust relationships, and my clients feel that the advice I give is of the highest standard. I believe that financial services is very much a ‘people business’ and am committed to providing high levels of client service at all times. The level of satisfaction may be judged by the fact that most of my new clients are as a result of personal recommendation by existing clients.
Having joined the financial services industry in 1997, I spent three years with Lincoln Financial Group, and a further 12 years as an IFA before I was invited to join St. James’s Place Wealth Management in 2012..
I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients. I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so that they can achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time. Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
Very much a family man, I enjoy most sports especially skiing, and I like to think I’m an enthusiastic triathlete.
Services provided by St. James’s Place Wealth Management