I have worked in Financial Services for over 40 years and have been advising both personal and business clients on pension planning, investment planning and protection planning for over 25 years.
I have been a Chartered Financial Planner since 2005 and am also an Associate of the Chartered Insurance Institute and an Associate of the Personal Finance Society.
Being a Chartered Financial Planner demonstrates my high level of professional commitment and expertise.
I am married to Sue and have three children.
Outside of my business, I enjoy sporting activities and am a keen golfer.
I have been with St. James's Place Wealth Management via 'Beck Wealth Management Ltd' for just over a year now. I find Gary (Owner) very approachable, informative and helpful. He is always happy to answer questions regarding my pension investments I have bi annual meetings with Gary either at my hom...
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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.