I take pride on developing solid personal relationships with all my clients. This ensures that I am able to offer a rounded, professional and principled service.
In 2018, I established SMJ Wealth, an Associate Partner Practice of St. James's Place.
This approach aligns completely with my vision to provide my clients with ongoing financial peace of mind. I recognise that financial planning is not something that was taught at school and can get pushed to the back of priority lists. It can become complex and is constantly evolving.
Since the inception of the business, I have focused on providing each one of my clients with a professional service that is tailored to their circumstances. Taking the time and care to ensure each client’s individual needs are being met and putting in place financial planning strategies that can span several generations.
I use specialist tools to help map out the clients’ future goals, which allows me to easily feedback the outcomes. This allows me to focus on these goals to help clients achieve the desired outcomes during our Financial Planning meetings.
I provide advice covering the areas:
In September 2023, I achieved the Level 6 AdvDipFA qualification and Chartered ALIBF Status.
During this study, I have developing specialist knowledge on Tax and Trust, Managing Investments and Long Term Care . This helps when planning individual and corporate financial plans for clients.
Away from work I have always been a keen sportsman. My main focus when I was younger was Rugby, where I gained Student International honours and played at the Student RWC in Rome 2000. I also played for a number of South Wales Rugby Clubs in the Welsh Premiership and Championship.
Now I enjoy watching my children play Sport - Basketball, Football and Rugby along with keeping fit at the Gym and spending time outdoors walking with my Golden Retriever, Maple.
Your home may be repossessed if you do not keep up repayments on your mortgage.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 06/03/2023
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.