Empowering your wealth, securing your future: where financial success begins.

Drawing on over 16 years' industry experience, I provide trusted financial advice for all of life's money matters. With a commitment to personalised service, I bring expertise in wealth management, investment planning and comprehensive financial planning. I understand that every client is unique, and I tailor my approach to align with your specific goals; making sure you can focus on what is important to you and your family.


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SJP Approved 08/03/2024

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.

Southgate Wealth Management is a trading name of Southgate Wealth Management Ltd. Southgate Wealth Management Ltd is registered in England and Wales, Number 15034773. Registered Office: 53 High Street, Keynsham, Bristol, Somerset, BS31 1DS.