Who we are
I have worked in the financial services sector for over 26 years; eighteen of these specialising in the Investment Planning, Retirement Planning and Inheritance Tax markets.
At the start of 2009 I recognised that I could provide my clients with a more personal and professional service by setting up my own business and becoming a Senior Partner Practice of St. James's Place.
I have achieved chartered financial planner status within the industry and I can join the limited number of advisers using this title in the Aberdeen area.
Our office premises in Huntly have now been open for over ten years dealing with all aspects of financial planning. Assisting us with our high client service standards is my PA Linda, Gillian is our Office Manager and Beth is our Client Co-ordinator.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.
