I have been in the financial services sector for over 20 years, joining St. James's Place Wealth Management as an Associate Partner Practice in 2012.
As Principal of Woodstock Wealth Management, I have built the business to be an approachable, down-to-earth Practice that helps businesses and individuals meet their financial objectives for now and into the future.
My approach is consultative, exploring client’s life goals in-depth in order to recommend the appropriate solutions that will meet their individual needs.
Building long term client relationships is at the heart of my approach, treating all clients with honesty, integrity and transparency to deliver a reassuring professional but personal service.
“Planning your financial future is one of the most important steps you can take but the options are complicated, especially in a climate where taxation and legislation change regularly. I help provide clarity, understand what is possible and, create appropriate solutions based on your life goals.”
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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.