Amongst the backdrop of one of the worst global economic conditions in 2009, I took the decision to accept a redundancy package from Coutts & Co and set up my own Wealth Management Practice as a representative of
St. James’s Place Wealth Management.
Why? Because I wanted to create a wealth management solution that put the client (and their family) at the very core of the relationship and advice model. Something I felt very passionate about, and with the back up of my team ensure is delivered every step of the way along our financial journey.
I have been working with my clients providing bespoke wealth management solutions since the late 90’s which has developed into providing true intergenerational advice to the children and parents of my original clients – it is lovely working with families of all generations!