Overview

I take great pride in building and nurturing relationships and strive to offer clients a single trusted source to meet all their financial needs for themselves and their families. I see sustainability and responsible Investments as an integral part of Financial planning and investing time and resource in a world worth living in for now and the future generations. Eastlake Wealth Management was established when I accepted an invitation to join St. James's Place Wealth Management. Prior to this I advised clients on behalf of HSBC as a Premier Wealth Manager and previously for Lloyds Wealth Management as a successful and highly respected Financial Planning Manager. Eastlake Wealth Management 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.