I have been a financial adviser since 1984, starting my own business in 1990. I am registered as a Professional Financial Adviser via Chartered Insurance Institute and fully qualified to give advice in all areas of financial planning. In 2007 I received a National award for “Mortgage Independent Financial Adviser of the year”.
In 2013, I became a Partner Practice of St. James's Place, later to become the Senior Partner Practice we are now. Continuing to take exams, I strive to keep qualifications up to date and to provide the highest level of service to my clients. I remain dedicated to personal development and am a life-long learner. I now specialise in pensions, retirement and investment planning.
I am married to Caroline and we have two boys, James & Christopher. I am pleased James joined me in the business as we can enjoy working together as the company expands. Time permitting, I enjoy golf and love football. I am also a member of several charitable organisations.
It was clear from the start that PJW Wealth Management put their client first and provided a professional, trustworthy and first class service at every level. Follow up was prompt and thorough and as a result my expectations were met exactly. I would definitely return to them again and cannot reco...
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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.