I have been working in financial services for nearly ten years and with Rose Associates Financial Planning since 2018. I qualified as a financial adviser in May 2021 and enjoy helping clients get to grips with their finances; with a focus on helping them achieve their goals – be those personal goals, aims for their business or things they wish to do for their family.
When I’m not working, I enjoy playing sports, cycling, reading books and anything to do with movies – watching them, talking about them, or boring other people by talking about them. I like golf, but it doesn’t like me.
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.