I’ve been with St. James's Place since February 2012 and spent the first six years working alongside two very experienced Partners. Their mentoring taught me a huge amount about all aspects of running an advisory Practice and how to provide excellent client service.

I launched my own business in January 2018, seeking to combine the benefits of a traditional approach to financial planning with more modern, technology-based solutions to help clients meet their goals. I wanted to make our services available to all, based on my core belief that everyone should have the opportunity to benefit from the guidance and structure provided by a financial planner.

My experience since 2012 has convinced me that having someone by your side to challenge, encourage and review your plans gives you the best chance of achieving your financial goals 

What we provide at Futurum Financial Advice is built on what I’ve learned and what our clients have told us they want. We are dedicated to service and put you at the centre of everything we do. We adopt a modern approach to communication and client service. And this is backed by the tradition and support of St. James's Place, a FTSE 100 company, which provides you and us with first-class investment management technical expertise.

Delegate your financial planning to the experts and focus on you.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.