I began my career working for Pearl Assurance. Initially I worked as an agent, then progressed into Management over a 4 year period. When the time was right, I moved on to set up and run a highly successful IFA practice. With over 30 years’ in the industry, I was invited to become a Partner Practice of St. James's Place Wealth Management. This is where TPC Wealth began – a dedicated, family run practice offering a highly bespoke service.
I am committed to building long term client relationships based on trust, superior service and the quality of my initial and ongoing advice. My wide ranging experience is also complemented professionally by having completed the Advanced Financial Planning Certificate and gaining DipPFS.
I pride myself in taking an holistic approach to helping my clients to build and sustain their wealth. I believe in ‘earning the right’ to be considered your trusted financial adviser and to develop relationships for many years to come. Myself and the team will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice. My aim is to provide clarity and guidance in all aspects of your financial wellbeing.