I am Managing Director of SLD Wealth, Partner Practice of St. James's Place Wealth Management and have over eighteen years experience in the financial services industry.
My aim is to unravel what can be seen as the complexities of financial planning and provide my clients with tailored advice, designed to help them reach their financial goals. My client base is very diverse including companies and individuals, dentists and professional footballers. What’s important to me is that I build a long standing, trusted partnership with each client and deliver a service that is tailored to their present and future needs.
The success of SLD Wealth is down to high levels of client retention combined with a consistently increasing amount of client recommendations. I feel privileged that I can offer full and comprehensive support on all aspects of financial planning including Pension and Investment Planning and Inheritance Tax Planning and Wealth Preservation.
I have chosen to be a Partner Practice of St. James's Place as they provide me with additional expertise and a range of products and services that are not available elsewhere. St. James's Place also guarantees the suitability of my advice when recommending any of the wealth management products and services available from companies in the group. Furthermore, St. James's Place provides comprehensive support allowing me to spend more time with my clients.
Having worked in the finance industry for more than 8 years I am driven by delivering outstanding service and building deep rooted relationships with my clients.
I am an energetic and committed individual. I endeavour to have regular contact with my clients to ensure my approach is always aligned with their financial goals. I make myself part of their journey in making sound, financial decisions and planning for their future.
Joining SLD was an easy decision for me. After meeting the team and learning about their culture and values I knew it was a company I would be suited to. Their ethos to deliver a personalised service and breaking down what many consider the complexities of finance is something that attracted me to the business. This is reflected by their reputable presence in the local community and long-standing client base.
Coming from a background in Bank Assurance, it’s refreshing to see such a dynamic, client driven team and I look forward to many successful years ahead.
I am proud to be part of St. James's Place as this allows me to offer clients a distinctive approach to finance management. Furthermore, St. James's Place provides comprehensive support allowing me to spend more time with my clients.
I have recently joined the team at SLD Wealth as a trainee Paraplanner. This has been a huge change in career, having worked at a primary school teacher for the last 22 years. With my own children now growing up I wanted a fresh challenge and have always been interested in financial services as my late father was an adviser.
Much of my own career has been spent teaching in a prestigious local girl’s school and my strengths have always been in research, planning and delivering to the highest standards. It is these skills that have proven critical as I am developing in my role as a Paraplanner.
St. James’s Place was the only company I considered working for due to my experience as a client and through my friendships with a number of existing St. James’s Place adviser’s, who have always spoken so highly of the organisation.
I am thrilled to have been given the opportunity to learn from the ground up as PA to the Principle, Mel Davies whom I have known for many years. Knowing him and SLD Wealth as I do, I am proud to be part of a team who truly value each and every client they work with.
Having been accepted onto the St. James’s Place Paraplanning Academy I am extremely excited to be working towards my goal in achieving a Diploma in Financial Planning.