Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2015 from the Wealth Management division of a large Accountancy Practice in West Yorkshire. I have a growing base of clients, and I focus on building a complete understanding of my clients aspirations, so I can provide quality long-term advice.
I advise on a variety of financial matters including investment planning, retirement planning, personal protection and inheritance tax planning. I’m based in the Ilkley Office, having lived in the Ilkley area for most of my life. I am keen to help local businesses as well as individuals prosper. I am the elected Secretary of the Ilkley Business Forum.
I have recently achieved the highly regarded qualification of Chartered Financial Planner, this is the culmination of many years of study, this is important to me to ensure I continue to build on my technical and holistic planning abilities and remain ahead of the ever-evolving financial planning landscape.
Away from the office I’m kept busy by my young family and can be found on the fells with my running group.
I am based in the Ilkley Office and can be contacted on 01943 816080 or 07946 662320.
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.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.