I have been in financial services since I joined Norwich Union in 1994. I joined Tailored Solutions Wealth Management in 2004 as a Mortgage Adviser and in early 2012, I began advising on all aspects of financial planning including protection, retirement and investment planning.
I am very pleased to be a part of St. James's Place Wealth Management. I believe the investment proposition we offer is excellent. I enjoy helping people to achieve their financial goals.
Like Stuart, I am also a keen musician and play the saxophone in a band.
I have been working in the financial services industry for over 16 years, dealing with pensions, investment planning and protection. I have built up expert knowledge and experience that will enable me to assist you with all your financial planning needs.
My expertise covers multiple areas of financial planning and will help you and your business to:
In addition to my experience, I also believe that quality service and trust builds a long term working relationship. I am committed to building a sustainable service agreement with every client, through regular contact and open lines of communication.
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 joined Tailored Solutions Wealth Management in 2011. I have a wealth of customer service experience in financial services, including 6 years with Aviva as a Customer Operations Manager. My main responsibility is supporting the advisers and ensuring that our systems and processes run smoothly and effectively in order to deliver an excellent client experience.
My "free time" is spent dreaming of living in France eating cheese and drinking wine - whilst contending with my 4 lovely children and 2 dogs!
I joined Tailored Solutions Wealth Management in 2004 and have an in-depth knowledge of the administrative processes and systems of the business. I enjoy finding new ways of using technology to further improve our client service proposition.
I have 2 small children who ably fill my “free time”. I enjoy sunny holidays and relaxing when I can!
I have responsibility for supporting the advisers with technical research and preparation of client advice reports. I have over 20 years of experience within financial services including working as a Senior Adviser for Aviva. More recently, I have established and run a local business networking group.
I am an Associate Director of Norwich City FC as such most weekends are spent at the football or with family.
I am studying a Level 4 qualification in Paraplanning. I have been with Tailored Solutions Wealth Management since March 2016. I am responsible for the administration of client reviews.
I particularly enjoy speaking with clients, both on the phone and when they come into the office to see our advisers.
Outside of work I enjoy socialising. I particularly enjoy attending festivals, going to the theatre and music concerts.
I joined Tailored Solutions Wealth Management in 2010 after spending 18 years working for a well-known high street bank. My role is to provide reception service and administrative support to the advisers including diary management. I am the first point of contact for all clients both at our office and by phone.
I enjoy travel, keeping fit and fine dining.
I joined the company in 2014 from Virgin Money. I am responsible for all things office related to ensure others can do their jobs!
I am keen to ensure that our clients receive a first class experience. I am particularly interested in continuing to develop our connections with other professional firms.