Having retrained from my previous career as a teacher, I have been working as part of Symes Wealth Management for several years and love being part of the team. My biggest achievement is being the proud father of two young children who keep me busy beyond belief. As such, I can regularly be found spectating at one of their sporting events or going on adventures as a family.
I am fully committed to providing full-fat financial advice for my clients to help them achieve their goals which provides me with a huge sense of purpose. I work with a wide variety of clients as part of this process and am always amazed at how interesting and enriching all these different people make my job.
As such, I help clients to refine their goals and then design and implement a framework to help them achieve these. One of the key foundations for this will be the use of cashflow forecasting which helps me to model bespoke scenarios which enables clients to see their current circumstances and the difference that certain changes could make.
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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.