Senior Partner Practice of St. James's Place Wealth Management
I have been working in financial services for over 15 years and started my career as an adviser at Lincoln Financial Group in 2000. I then moved into a research and compliance role with Inter-Alliance, a national IFA, in 2001 and took up an advisory position in 2003 - concentrating primarily on providing pension advice to companies and their employees. I joined St. James's Place in 2014 and I am delighted to have now been invited to join the Holleron team.
Since starting in financial services, I have worked hard to increase my professional qualifications in order to provide quality holistic advice to both individual and corporate clients in an ever-changing environment and aim to be Chartered by the end of 2020.
I am married to Gemma, a teacher, and have 3 children - Jasmine, Ben and Sienna. Whether it be going away on holiday or simply mucking out our army of guinea pigs, the majority of my spare time is spent with the family.
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.