I have over 20 years’ experience in financial services, with 12 years spent at a recognised high street bank. During this time I have gained a wealth of understanding and knowledge both in the industry and through life experiences which I feel gives me a truly personal empathic approach, my philosophy is to treat people the way I would like to be treated.
Having recognised that I could provide clients with a better service and the best possible advice by setting up my own Company, Westgate Wealth Management Ltd, together with being a Partner Practice of St. James's Place Wealth Management; I can now focus on promoting the development of lifelong relationships with Clients and helping them to secure the best possible financial future for themselves and their families.
I live with my husband Les. We have two children. Louise who is 25 passed the Bar in 2015, completed a Masters in Corporate Law at LSE and I am happy to say has now joined Westgate. My son James is 20 and is at Swansea University where he is studying Business and Finance.
We have a very wide circle of friends and enjoy socialising with them. My husband and I have a passion for vintage cars and one of the days we most look forward to in the year is Goodwood Revival Day.
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.