Partner Practice of St. James's Place Wealth Management
I have 16 years’ experience in Financial Services and have been providing wealth, mortgage and protection advice to clients for 9 years.
I am fully DipFA and CeMAP qualified.
I started my career initially as an administrator for a Practice of Financial Advisers when I left school. In 1995 I completed my CeMAP qualification and have worked as a Financial adviser for the last 13 years.
Previous to joining IQ & CO, I managed a successful Santander Agency for 4 years and have a wealth of knowledge on advising clients on all areas of banking products as well as managing a successful team to deliver exceptional customer service – an area I am passionate about as I always strives to ensure my customer’s journey with IQ & CO is second to none.
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.