Experience

Crown Wealth Consultants

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Jan 2017 - Present

  As a Financial Adviser for Crown Wealth Consultants, a Senior Partner Practice of St. James's Place Wealth Management, I provide a wide range of wealth management services to individuals in Sussex and surrounding Counties. My emphasis is on maintaining a long-term relationship with my clients and provide them with a source of trusted advice as their financial needs evolve over the years. As a Financial Adviser for Crown Wealth Consultants, a Senior Partner Practice of St. James's Place Wealth Management, I provide a wide range of wealth management services to individuals in Sussex and surrounding Counties. My emphasis is on maintaining a long-term relationship with my clients and provide them with a source of trusted advice as their financial needs evolve over the years.



St. James’s Place

• United Kingdom
• Financial Services
• 700 & Above Employee

• Associate Partner of St. James's Place Wealth Management

  • Jan 2010 - Dec 2016

  Providing financial advice and services to establish, grow, protect and preserve your financial circumstances. My relationship-based advice service means that I am committed to helping you to manage your wealth in a way which reflects your personal circumstances. Putting you firmly at the centre of everything I do is core to the St. James's Place culture and enables me to run a genuinely client-focused business. If I do this well, I believe that not only will you remain a client… Show more Providing financial advice and services to establish, grow, protect and preserve your financial circumstances. My relationship-based advice service means that I am committed to helping you to manage your wealth in a way which reflects your personal circumstances. Putting you firmly at the centre of everything I do is core to the St. James's Place culture and enables me to run a genuinely client-focused business. If I do this well, I believe that not only will you remain a client, but that you may also become an adovcate for my practise. I am to deliver on my committment to you by: * Providing personal face-to-face financial advice from an experienced St. James's Place Partner * Giving you the opportunity to review your financial affairs regularly * Helping manage your investments effectively * Ensuring that our correspondence and literature is clear and easy to understand * Listening to your feedback * Ensuring that my dealings with you are sensitive to your needs Show less Providing financial advice and services to establish, grow, protect and preserve your financial circumstances. My relationship-based advice service means that I am committed to helping you to manage your wealth in a way which reflects your personal circumstances. Putting you firmly at the centre of everything I do is core to the St. James's Place culture and enables me to run a genuinely client-focused business. If I do this well, I believe that not only will you remain a client… Show more Providing financial advice and services to establish, grow, protect and preserve your financial circumstances. My relationship-based advice service means that I am committed to helping you to manage your wealth in a way which reflects your personal circumstances. Putting you firmly at the centre of everything I do is core to the St. James's Place culture and enables me to run a genuinely client-focused business. If I do this well, I believe that not only will you remain a client, but that you may also become an adovcate for my practise. I am to deliver on my committment to you by: * Providing personal face-to-face financial advice from an experienced St. James's Place Partner * Giving you the opportunity to review your financial affairs regularly * Helping manage your investments effectively * Ensuring that our correspondence and literature is clear and easy to understand * Listening to your feedback * Ensuring that my dealings with you are sensitive to your needs Show less



Barclays Bank Plc

• Financial Planning Manager

  • Feb 2004 - Nov 2009



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Mortgage Specialist

  • Jul 2001 - Feb 2004