Senior Partner Practice of St. James's Place Wealth Management
My entire working career has been as a Financial Adviser. Since 2008 I have solely specialised in advising dentists in the UK, with all aspects of their personal and business finances.
I joined Holleron Wealth Management, a Partner Practice of St. James's Place due to their innovative and specialist understanding in the Dental market, coupled with their reputation for excellent advice and distinctive Investment Management Approach.
As a specialist Wealth Management Consultant for Dentists, I offer full holistic financial planning. Clients can draw on my specialist knowledge of the NHS pension schemes and performer/provider contracts. Dentists may speak freely about their world with confidence that I understand their needs and offer bespoke solutions. As with the nature of life; this is constantly evolving and changing and with regular meetings I always aim to be one step ahead.
I am well placed to help clients take advantage of their specific financial planning opportunities, whilst avoiding the potential pitfalls that Dentists may face throughout their career.
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.
Holleron Wealth Management is a trading name of PFPD Limited. PFPD Limited is registered in England and Wales, Number 7826849. Registered Office: Leopold Villa, 46 Leopold Street, Derby, DE1 2HF, England.