I joined financial services in 1984 and formed my own business in June 1994 working as an IFA and gradually over a few years building up a team of advisers. I made the decision in 2011 to become a Partner Practice of St. James's Place Wealth Management and also relocated to a new office at Portland Road in Kilmarnock.
I deal mainly with professional introducers and a number of personal and corporate clients. I firmly believe that joining St. James's Place gives my business and my clients and professional introducers the back up and support that is required in this ever changing financial environment.
I am committed to ensuring my team and my own industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
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.