Directors & Advisers

Having graduated from the St. James’s Place Paraplanner Academy in March 2019, as a fully qualified Financial Adviser, I work closely with Stephen and Lisa, helping to review and lookafter our existing clients.

I initially started with Smith Eliot as a Paraplanner, and through this role I have helped our advisers in the past put together their advice for clients and through this I have grown my experience and understanding in all different areas of financial advice, which I am now utilising helping to advise our existing clients, and focus on their objectives for their investments with us going forward.

The areas I specialise in are:

• Investment Planning
• Retirement Planning
• Mortgage Protection

The value of 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.