I am a practising Pensions Specialist with St. James Place Wealth Management.
During my career in Financial Services, which began in 1993, I have worked for large UK Life Companies and IFA practices, holding both regional and national management positions. However, for the past eight years I have specialised specifically in the Pension, Investment, Taxation and Corporate areas of Financial Services.
I currently hold CPD accreditation with the Law Society and regularly run pension training courses for both Solicitors and Barristers. This work focuses primarily upon the areas of Pensions and Divorce and Corporate/Esoteric Pensions Planning.
I have successfully gained the Financial Planning Certificate of the Chartered Insurance Institute in all subjects. I am recognised by the Financial Conduct Authority as a registered individual under the Financial Services Act and hold the St. James's Place Advanced Diploma in Pensions, allowing me to practice in more specialised areas of the pension market.
The value of an 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.