Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law, which applies particularly to savings, pensions and mortgages. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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 married Ross (who’s recently retired from the business) over 23 years ago. Have two beautiful boys and a 10 year old Cavachon and a Jack Russell now 6. Living a very busy and active 24 hours 7 days a week with the family and work and all it entails.
I love a good social and fine dining especially at cricketing venues, with rugby events growing in interest over recent years. Personally, I have run the London Marathon in 2004 and encourage health and happiness in everything I do.
Over 17 years ago I joined as a Partner at St. James's Place, co-founding Sussex Wealth Management Limited. We live and work in Cuckfield. We became a Senior Partner Practice of St. James's Place to offer clients holistic planning, and I am right there with them for life changing events where financial planning is key. I look forward to embracing each day, meeting with new and existing clients, many whom have become friends.
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.