I am the third generation of my family to have entered the financial services sector. Starting as far back as 1921 with my grandfather, followed by my mother, I am very proud to share the same family philosophy of handing financial success on to the next generation and firmly believe that prudent financial planning should cater to the needs of all the family, from the oldest down to the youngest.
I joined Rothschild in 1998 before establishing Burfields House Wealth Management Ltd in 2002. I have been a Principal Partner with the St. James's Place Partnership since 2006 and am one of only a small number of Principal Partners out of over 3,500 within the organisation. I deliver advice tailored to each client’s personal circumstances and needs, to provide clear and easy-to-understand investment strategies. I firmly believe that continuity of advice is key to my clients’ long-term financial security.
As one of the two founders of the Tongole Foundation, I have been directly involved with the creation of a wildlife reserve and children’s charity in Malawi, Africa. Working with local people in deprived areas to build a sustainable business and provide much needed education, employment and training is something that I am immensely passionate about and continue to actively support.
Both my wife and I are very glad that we invested our savings with St. James's Place through Burfields House Wealth Management. We now have peace of mind knowing our money is safe and our powers of attorney and wills are in place and linked. We have a very good relationship with our Principal Partne...
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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.