Partner Practice of St. James's Place Wealth Management
I was pleased to join Blackstock Wealth and bring over 22 years of experience within Financial Services to the Practice. My background includes companies such as HSBC, the Prudential, Royal & Sun Alliance and the Norwich & Peterborough Building Society.
I have been diploma qualified with the Chartered Institute of Insurers since 2007 – DipCII.
The broad-based advice and service I offer provides solutions to financial issues my clients face throughout the different stages of life and helps to prepare for the future uncertainties we sometimes must overcome.
My advice covers many areas of wealth management including:
Inheritance Tax planning
Corporate and Personal Protection
Later Life planning
Life and critical illness cover
My emphasis has always been on maintaining long term relationships, providing a source of trusted advice as my clients' financial needs develop over time.
I am based in Northamptonshire but also cover Cambridgeshire, Bedfordshire, Leicestershire, Nottinghamshire and Buckinghamshire. I am happy to travel further afield but an initial phone call could be beneficial.
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.