After nearly eight successful years in the Practice, where I developed a solid client base, I was invited to join St. James's Place as a Partner Practice in my own right. JF Wealth Management was formed, where I continue to advise my long-standing clients and develop the business going forward.
After obtaining a law degree from Durham University, I spent over ten years working for two different UK companies in a range of commercial roles. From this experience, I found I enjoyed a solution-based client-facing role with variety and challenge.
As a career change, I came into the financial services industry in 2005 and professionally qualified as an IFA and stockbroker. In 2008, amidst the financial crisis, I took the opportunity to join St. James's Place as an adviser in a Practice based in Hertfordshire. I spent several years there dealing with high net worth clients and gaining experience of a broad range of wealth management situations and solutions. I also became senior member of the adviser team and presented at numerous seminars.
Ongoing professional development has always been important to me and, in 2016, I was delighted to achieve the prestigious accolade of Chartered Financial Planner and become a Fellow of the Personal Finance Society. This, along with continuing professional development, gives me a high level of technical expertise, enabling me to offer high-level, comprehensive and specialist advice to my clients.
I am married and have two young sons to keep me busy. I am a keen hockey player and have represented Cambridge City Hockey Club for many years including as Chairman and President. In my younger years I played at 1st team and county level and I am now involved in junior coaching. I also enjoy golf, cycling, tennis and cooking when family time allows!
Jeremy Farrant has been my wealth adviser since 2010. Jeremy is extremely thorough and professional in all his dealings with my families financial affairs. As with most people, there can be turbulent times in life. But I count myself fortunate to be able to rely on excellent advice from Jeremy and t...
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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.