I’m a financial adviser with over 13 years of experience working in financial services and I’m committed to supporting you at every step of your financial journey.

I’ll work with you from the early days to achieve your long-term goals, whether it’s retirement or selling your business. My role is to connect your business and personal aspirations, ensuring you’re never alone in your financial decisions.

My expertise includes:

Directors and Senior managers

Relevant Life Insurance, Executive Income Protection, Key Person Life Insurance and Critical Illness Cover. Retirement planning, financial reporting and cash flow modelling, personal pensions such as optimisation.

For Your Employees

Workplace and auto-enrolment pensions and insurance coverage include private medical insurance, group life insurance and income protection.

You don’t need to have prior knowledge of financial matters to work with me.

Contact me via my Calendly here.

And read more about True Self Wealth here.

Chartered Insurance Institute Qualifications:

• Diploma in Regulated Financial Planning

• Certificate in Mortgage Advice

• Certificate in Equity Release

• Certificate in General Insurance

• Award in Long Term Care Insurance

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.

Auto enrolment products are not regulated by the Financial Conduct Authority.

True Self Wealth 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.

SJP Approved 15/10/2024