Partner Practice of St. James's Place Wealth Management
I joined the Practice in June 2020 following the completion of the St. James’s Place Academy programme.
Prior to joining the Practice, I enjoyed a career as a professional rugby player, representing both the Cardiff Blues and the Dragons regions.
I believe in building trusted long-term relationships with my clients to help them achieve their financial goals and aspirations. I offer my clients a high-level bespoke service, helping them with their Retirement Planning and Investment Planning, as well their Mortgage and Protection needs.
In order for my clients to continually receive the best possible advice in relation to all areas of their Financial Planning, I continue to study towards achieving my ‘Chartered Financial Planner’ status.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.