Partner Practice of St. James's Place Wealth Management
I joined the IQ & Co team in 2015 and work in the Holywood office as a financial adviser.
I began my career in Financial Services with Halifax in 1984, so bring over 30 years experience in the Bancassurance industry to my role within IQ & Co. Having initially worked for a few years in various departments within Halifax gaining valuable industry experience and knowledge, I moved into the role of Halifax Mortgage Adviser. In 1998 I began to work as a Halifax Personal Financial Adviser, where the range of advice I provided included investments and pensions and I remained in this role until leaving Halifax and joining Mortgage IQ in 2015.
I hold a number of Institute of Financial Services qualifications including Diploma for Financial Advisers (DipFA) and Certificate in Mortgage Advice and Practice (CeMAP). I have a wealth of expertise and knowledge in all aspects of wealth advice and really enjoys helping customers achieve their financial objectives.
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.
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.
IQ&Co Limited is registered in England and Wales, Number NI645266. Registered Office: 1st Floor, 45 High Street, Holywood, Northern Ireland, BT18 9AB.