I have devoted over 25 years to helping others make the most of their money and realise their financial goals. Over those years, I have worked with both large insurance companies and a high street building society, gaining numerous qualifications, including the Diploma in Financial Planning.
I have recently received the Later Life Adviser Accreditation (LLAA). This is the recognised benchmark for advice skills of advisers who specialise in later life planning. This further enhances the service I can offer to my clients and their families in what is becoming an increasingly concerning area of financial planning.
In 2011, I was delighted to be invited to join the St. James's Place Partnership to further enhance the service provided to my clients, with the support and backing of one of the leading Wealth Management organisations in the UK. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.
Outside of my working life, I enjoy spending time with my family. I have 3 children, and they keep me pretty busy! I am also a keen follower of sport, especially football. I am a long suffering supporter of Ipswich Town and still hold out a faint glimmer of hope that the good times will once again return!
Simon Francis has been our financial adviser for the last year. We have been consistently impressed with the quality and clarity of his advice. Working with him has been a wholly professional experience, tailored entirely to our needs. Our time and convenience has always been a priority for Mr. Fran...
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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.