Based in West Yorkshire, Leeds, I provide advice to clients across Northern England and further afield.
I began in the financial services industry at a Stockbroking firm in the centre of Leeds. During my time at the firm I held a number of different roles and gained a substantial amount of knowledge in the investment markets, different types of saving vehicles, asset types, regulations and many other key areas. I wanted to further develop and cement my career within the financial services industry and the financial advice sector was the next natural step as I enjoy meeting and providing a service to my clients.
I was invited to join the St. James’s Place Wealth Management Academy where I went through a vigorous selection programme followed by a period of intensive training that enabled me to graduate from the Academy and become a qualified Financial Adviser.
My previous roles and the intensive training programme has given me a real desire and ability to provide excellent tailored advice on a personal and corporate level.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This ensures that am I able offer a rounded and professional service.
Fundamentally, my approach is to provide an exceptional and eye-opening service and to help my clients gain a peace of mind by knowing that their financial affairs are looked after. With me, you can expect to receive the most comprehensive, holistic, and appropriate advice at all times.