I began my Financial Services career in the Insurance and Banking sector more than 20 years ago. During that time I have developed experience and an in-depth knowledge within many challenging areas of financial planning.
In 2007 I launched my own business as a Stock-Broker and Financial Adviser. In February 2010 my Practice was invited to join St. James's Place Wealth Management.
I put my clients firmly at the centre of everything that I do and fully appreciate the vital role that my advice and guidance plays within their lives. I specialise in a wide range of financial advice for higher income and large estate individuals. Much of my advice centres on Inheritance Tax Planning and Trusts*, Investment Planning, Business and Personal Protection and Retirement Planning.
As every client situation is unique, it is important to acquire a comprehensive understanding of how my services may benefit your individual financial needs and goals. This can be achieved through a no obligation consultation. To discuss your individual needs please contact me.
Outside of my working life I am the proud father of Angelina and Daniel. I enjoy nothing more than spending time with my family, getting out and about in the countryside and exploring what Britain has to offer. I like to challenge myself and have run half marathons, completed the Three Peaks Challenge and when relaxing I enjoy playing Snooker.
*Trusts are not regulated by the Financial Conduct Authority
Since our first meeting with Jon-Paul Hardy, before he joined St. James's Place, he has always been straight forward and supportive with his financial advice. His understanding of mine and my partner’s personal and financial situation, and what our future requirements are, particularly now that we a...
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The Partner 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.