About
I'm an FCA-authorised financial advisor who can help you with a range of topics. I'm based in Whiteley and speak English.
Over the last 13 years, I have had the pleasure of offering financial advice and guidance to individuals, couples, and families all across the South of the UK. I truly believe that the key to building trusted relationships is to listen: listen to people's plans, their responsibilities, their hopes, and their dreams for the future.
Over the last 13 years, I have had the pleasure of offering financial advice and guidance to individuals, couples, and families all across the South of the UK. I truly believe that the key to building trusted relationships is to listen: listen to people's plans, their responsibilities, their hopes, and their dreams for the future.
| Age |
46-65
|
|---|---|
| Nationality |
British
|
| Civil status |
Married
|
| Kids |
Yes
|
| Passionate about |
Financial Wellbeing and Financial Education
My family
Sports and fitness
The planet and making a difference
|
| City, Country | Whiteley, GB |
I can support you in the following
Advice on house purchase and mortgages
Specialist Insurance
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help with a loan / debt
Help to set-up or sell a business
General advice, e.g. review of a personal situation
Skills & Qualifications
| Firm | Eight Wealth Management Ltd |
|---|---|
| Function | Financial Advisor |
| Place of work | Other |
| Experience | 10 - 20 years |
| Qualifications |
CFP - Certified Financial Planner
Diploma in Personal Financial Planning
|
| Regulatory (FCA) Authorized: | Yes |
| Reference Number | 150026 |
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 may fall as well as rise. You may get back less than you invested.
Eight Wealth Management Ltd 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/product.