Accountants / Banks / Finance / Investments
Throughout my working life I have always excelled at building strong relationships required for whatever role I have undertaken. This is why I have now chosen to become a Partner Practice of St. James's Place Wealth Management as building long term relationships with their clients is at the heart of what they do.
I have recently completed a rigorous training programme which has added to my existing skills, enabling me to assist people achieve their financial goals and aspirations throughout their lives.
I specialise by providing advice in protection, pension and investment planning. I'm looking to build relationships with those that need advice within these areas or have contacts that they believe could benefit from speaking to me.
When I'm not working I love to socialise, as well as walking my four lunatic dogs, both pool swimming and open water swimming, road and mountain bike riding and run (a little bit).
The value of your investment can go down as well as up. You could get back less than you invested.
Carey Financial Management 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). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.