I have been in financial services since I joined Norwich Union in 1994. I joined Tailored Solutions in 2004 as a Mortgage Adviser.
In early 2012, I began advising on all aspects of financial planning including protection, retirement and investment planning.
I am very pleased to be a part of St. James’s Place Wealth Management. I believe the investment proposition we offer is excellent. I enjoy helping people to achieve their financial goals.
Like Stuart, I am also a keen musician and play the saxophone in a band.
I have been working in the financial services industry for over 16 years, dealing with pensions, investment planning and protection. I have built up expert knowledge and experience that will enable me to assist you with all your financial planning needs.
My expertise covers multiple areas of financial planning and will help you and your business to:
In addition to my experience, I also believe that quality service and trust builds a long term working relationship. I am committed to building a sustainable service agreement with every client, through regular contact and open lines of communication.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I joined Tailored Solutions in 2011. I have a wealth of customer service experience in financial services, including 6 years with Aviva as a Customer Operations Manager and 8 years with Tailored Solutions, latterly as Practice Manager.
I completed the St. James's Place Next Generation Academy in August 2019 and have recently began my new role as Financial Adviser.
I'm looking forward to building long term, rewarding relationships with our clients, existing and new.
My "free time" is spent dreaming of living in France eating cheese and drinking wine - whilst contending with my 4 lovely children and dog!
I joined Tailored Solutions in 2004 and have an in-depth knowledge of the administrative processes and systems of the business. I enjoy finding new ways of using technology to further improve our client service proposition.
I have 2 small children who ably fill my “free time”. I enjoy sunny holidays and relaxing when I can!
I joined Tailored Solutions in March 2016 as an apprentice.
I am currently attending the St. James's Place Paraplanner Academy on route to obtaining full Diploma Status. My role is to support the advisers with technical research and the preparation of client advice reports.
I particularly enjoy speaking with clients, both on the phone and when they come into the office to see our advisers.
Outside of work I enjoy socialising. I particularly enjoy attending festivals, going to the theatre and music concerts.
I joined Tailored Solutions Wealth Management in August 2018 following completion of my A Levels. I assist the advisers with all aspects of client administration.
In my spare time I enjoy playing football, swimming and going to the gym.
I joined Tailored Solutions in 2010 after spending 18 years working for a well-known high street bank. My role is to provide reception service and administrative support to the advisers including diary management. I am the first point of contact for all clients both at our office and by phone.
I enjoy travel, keeping fit and fine dining.
I joined our team in September 2019. I previously worked at Aviva where I was primarily involved in administration of pension and investment accounts. I will be tasked with preparing documentation for annual reviews and all administration in connection with first appointments.
Outside of work I enjoy socialising with friends and family and walking my dogs on the beach.
I joined Tailored Solutions Wealth Management having had a previous role within the financial services industry. I have worked in administration for over 20 years and have gained a wealth of knowledge. I support the advisers in ongoing client servicing.
I enjoy running, playing netball and spending time in France with my family.
I joined the company in 2014 from Virgin Money. I am responsible for all things office related to ensure others can do their jobs!
I am keen to ensure that our clients receive a first class experience. I am particularly interested in continuing to develop our connections with other professional firms.