I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Having started my career in a family business, I have over the years found great satisfaction in providing advice through nurturing and building relationships with my clients. My advice is tailored to meet clients financial objectives whilst offering a high level of personal service. Based on core values of excellence of service personal to your own needs, building and maintaining longstanding relationships and above all integrity, I will provide you with wealth management solutions that you need to satisfy your needs both now and in the future. I appreciate that you are unique with your own financial ideals, which is why I tailor the services and recommendations that I make specifically to you.
Lynn gave me trustworthy advice at a critical time when I needed to make good decisions for my future. She is available when I need her, always responsive and considered giving first-class service with warmth and professionalism. I would recommend her without hesitation and I look forward to working...
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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.