I am fortunate to have a career in financial services, a sector that enables me to do what I enjoy the most, delivering face to face financial planning advice to clients, meeting with their families and friend and delivering bespoke financial plans that support their individual goals.
I am a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute; this is acknowledged as the premier qualification and it demonstrates increased knowledge, experience and professionalism in financial services. This, in a career that spans 30 years.
I am a Partner in Malcom Gibson Wealth Management. We were invited to join St. James's Place who is one of the largest wealth management firms in the UK. I firmly believe that being a Partner Practice of St. James's Place gives our clients and the business the support that is required in the ever-changing financial environment. It also means our clients have access to a very distinctive Investment Management approach and advice guarantee.
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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.