Based in Northumberland, I provide wealth management advice to clients in the north east of England and across the whole of the UK.
I first qualified as a Financial Adviser in 2001. I worked for various banks until a redundancy in 2012 gave me the push I needed to become self-employed.
Having worked with St. James's Place since 2012, I started Gardner Wealth Management in 2016 and we moved to our current office in Horsley in 2018. I am now a Chartered Financial Planner and a Fellow of the Personal Finance Society. The thing I have enjoyed most throughout my career is learning about – and helping – those clients with whom I have built such strong relationships over years of working together.
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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.