Partner Practice of St. James's Place Wealth Management
I joined IQ & Co after 30 years in the financial services industry, primarily with Nationwide Building Society. I am fully qualified in financial planning and mortgage advice as well as having several management and leadership qualifications.
I began my career in financial services after graduating from Ulster University in business and finance and held numerous roles with Nationwide from Financial Planning Manager to Branch district Manager and latterly Area Director for Northern Ireland.
Helping clients find personal financial solutions is important to me and I enjoy assisting customers with personal, face to face advice. I am passionate about great customer service and building long term relationships.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
IQ&Co Limited is registered in England and Wales, Number NI645266. Registered Office: 1st Floor, 45 High Street, Holywood, Northern Ireland, BT18 9AB.