My background has been in retail banking and financial advice with HSBC Bank plc since 1999. In July 2013, I had the privilege of being invited to start a business aligned with St. James's Place Wealth Management.
Having become disillusioned with the banking industry and recognising the benefits St. James's Place could offer my clients, I was delighted to accept their offer and L C Wealth Management was born.
My philosophy has always been to deal with others in the way I expect to be dealt with myself and this had become difficult to maintain. St. James's Place has offered me the freedom to afford people the time they deserve and to build trusted, long term relationships, whilst being able to provide the products and services from St. James's Place.
I am a very proud Husband to Reenie and father to Oliver and Poppy and my free time is spent with my family which, together with my clients and business, are my number main priorities.
Thank you for the excellent work you have executed since you have taken over our pension portfolio. It is truly unusual in this day and age to have an adviser that advises what he genuinely thinks is best for his clients rather than what earns him the most. We believe we will have a long, and pot...
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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.