Expertise
- Wealth Management
- Financial Advice
- Financial Planning
- Cash flow modelling
- Finance
- Financal services
- Financial & insuranceservices
- Pension
- Pension Advice
- Investment
- Invesment Planning
- INvestment management
- Investment Advice
- Pension Planning
- Pension Auto Enrolment
- Business Financial Advice
- Retirement & Pension Planning
- Financial Education
- Financial Education seminars
- Tax Planning
- Protection
Summary
As a wealth manager at Kingsford Wealth Management, I am dedicated to helping individuals, families and businesses achieve their financial goals through personalised financial planning and investment management. With a passion for providing high-quality financial advice and a commitment to building long-term relationships with my clients, I take pride in delivering exceptional service and results.
Drawing on my extensive experience in the financial services industry, I specialise in designing tailored solutions that meet each client's unique needs and circumstances. Whether it’s helping clients plan for retirement, fund their children's education, or grow their wealth, I work closely with each individual to understand their goals and develop a customised strategy to achieve them.
I have access to a wide range of financial products and services, including investments, pensions, and protection planning, enabling me to provide comprehensive advice and support to my clients. I am committed to staying up to date with the latest industry developments and regulations, ensuring that my clients benefit from the most current and relevant advice.
Above all, I am passionate about helping my clients achieve financial peace of mind and creating a lasting legacy for future generations. If you are looking for a trusted partner to help you achieve your financial goals, please don't hesitate to get in touch.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may therefore fall as well as rise. You may get back less than you invested.
Kingsford Wealth Management Ltd 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.
SJP Approved 06/07/2023
Experience
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Kingsford Wealth Management
Associate Partner
6 - 20 Employees 2021 - Current
Education History
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Finance
University of Leicester
2015 - 2018 -
Economic and Financial Analysis
Manchester Metropolitan
2020 - 2021
Qualifications
Diploma in Regulated Financial Planning
Interests and Hobbies
I'm a sports lover with a particular passion for football. Besides sports, I'm a sociable person who enjoys connecting with others and building meaningful relationships. Family is especially important to me, and I always enjoy quality time with loved ones.
