My career in financial services spans over 21 years, encompassing experience in Offshore Banking, Fund Management, Stockbroking and Financial Planning. I attained the Chartered Financial Analyst (CFA) designation during eight years managing equity funds for Legal and General Investment Management. I then moved into Stockbroking, advising BNP Paribas’s clients on investments before being invited to join
St. James’s Place Wealth Management. I hold the diploma in Financial Planning and I'm able to draw upon my extensive investment expertise combined with up to date tax and regulatory knowledge to help my clients to attain their objectives.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.