Prior to joining St. James's Place, I spent over 13 successful years as an Independent Financial Adviser building excellent client relationships. I have worked with two well-known networks during that time and prior to that ran my own Practice at Sun Life of Canada. In January 2013, I then accepted an invitation to join St. James’s Place Wealth Management as a Financial Adviser to offer long term security to my business and clients.
Based in Blackburn, we provided financial advice to individuals and businesses in and around the Lancashire and surrounding areas of the North West. We specialise in providing investment planning, retirement planning and taxation planning services to private and business clients.