The ongoing commitment to my clients is to help them to plan so that their finances help them to do the things they want to, to adapt their plans as things change and to work together in a way that suits them.
My focus is on you and by working together, the consistent aim is on achieving or maintaining financial security for you and those you care about.
This involves understanding your current situation, your plans and objectives and the time frames involved. A plan is then built to help meet your objectives and we review it regularly to help keep things on track.
Since leaving university, I’ve worked for a number of large financial institutions across a range of roles. I’ve seen the immense value that quality financial planning can provide both individuals and businesses in both good times and bad.
I set up Thames Wealth Management so that I could use my experience and expertise with both individuals and businesses looking for advice across a broad spectrum of financial planning.
My aim is to provide a highly professional service with a caring approach that always puts the interests of my clients first. With an ever changing environment and changing client circumstances, I look to build individual financial plans with clients to help them achieve their goals, and, more importantly, to review these plans regularly to help them remain on track.
I hold the Diploma in Financial Planning, the Investment Management Certificate and I am an Associate of the Chartered Insurance Institute. I am committed to ensuring that my industry knowledge remains relevant and current and as part of my personal development, I am working towards Chartered Financial Planner status.
Working between offices in central London and my home base in Berkshire, I provide wealth management advice for clients across the South.
Away from work, we have two sons at different stages of university and early career. I’m involved in coaching at my local rugby club and occasional golf.
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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.