Partner Practice of St. James's Place Wealth Management
I left the British Army in 1992 after 11 years of serving our country to become a financial adviser, where I joined a direct life office. Following a successful career as an adviser I progressed into management, however missed the direct face to face relationship with my clients. Then in the year 2000 I progressed to set up my own IFA practice and in 2006 moved to become a founder shareholding member of a national financial advice network. In 2017 I accepted an invitation to become a representative of the prestigious FTSE 100 company St. James's Place Wealth Management.
I follow most sport, however I have a passion for rugby in particular. I play a little squash and some golf. I continue to support the Army as a friend and make small donations that allow them to award trophies and medals for sporting achievements to the sportsman of our local regiment as a gesture of my appreciation to them helping me to become an upright and trustworthy person and for all the hard work they continue to do for us.
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.
IWM Wealth Management Limited is registered in England and Wales, Number 10852119. Registered Office: 7 Coed-Y-Bryn, Blackwood, Gwent, NP12 1HA, Wales.