Since joining Trowlock, I have successfully completed my Diploma in Regulated Financial Planning and now specialise in providing tailored and holistic wealth management advice to individuals and business owners. I am also actively working towards achieving Chartered status through the Chartered Insurance Institute, reflecting my commitment to ongoing professional development.
Outside of my work at Trowlock, I play semi-professional cricket for Cornwall. The discipline and competitive spirit I bring to the field fuel my drive to deliver exceptional financial solutions for my clients. I believe that the skills I’ve honed through sports—such as strategic thinking, teamwork, and perseverance—complement my role in wealth management, allowing me to offer a well-rounded and dedicated approach to my clients' financial needs.
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.