Living in Ilkley, West Yorkshire, I provide wealth management advice to clients across the North of England.
I studied financial services at Northumbria University and graduated with a 2:1 BA (Hons) degree in 2001. Following this, I completed 15 successful years in financial services with the Skipton Building Society Group.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. I am proud to be recognised as a Chartered Financial Planner by the Chartered Insurance Institute. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Outside of my business, I am a keen golfer and enjoy spending time with my family, Claire, Thomas and Jack.
Karen has worked in the industry for over 30 years and she operates our Administration Centre in Padiham. Karen has worked as part of St. James's Place for the last 8 years and is well known by a large proportion of our clients, who regularly tell me what a fantastic support she is.
Jude has over 15 years experience in Financial Services and is Diploma Qualified with the Chartered Insurance Institute. Throughout her career Jude has specialised in Operations and Compliance roles, and she is now responsible for all areas of our Administration and Client Management.