Beginning my career as an Estate Agent and then a Mortgage and Protection Adviser allowed me to gain an extensive knowledge of the home buying process and the importance of building a long-standing relationship with clients based on reliability and trust. Spending time in these careers made it clear that my passion was helping others and I saw it appropriate to further develop my service offering to include advice on savings and investment planning, retirement planning and wealth protection.
My aim, as Director of Woodside Wealth Ltd is to provide unparalleled and individualised advice to clients throughout an ongoing and longstanding relationship. My experience allows me to provide tailored and holistic financial advice to a wide range of clients, regardless of which stage of life they are at.
I will build a financial life plan with my clients, allowing them to understand where they are currently, what their ideal future looks like and then implement a solution to organise their finances and work towards achieving their goals. I started my career as a financial Adviser due to my passion for building relationships with my clients and helping them plan and protect their financial futures. The goal of my business is to ensure that we continue to offer the highest standard of advice and ensure that the client has a clear understanding of the process while being supported by an Adviser that they know and trust.
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.