Based in York, I provide wealth management advice to clients both within the North Yorkshire region and more widely throughout the UK.
In line with my professional background of which I am a Fellow of the Personal Finance Society and a Chartered Financial Planner, I have focused on developing specialist knowledge within Long Term Care and I am now a fully qualified Long Term Care Partner.
Also as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and Retirement Strategies.
Outside of my business, I am dedicated family man and love spending time with my wife Charlotte and my young sons Travis and Hugh. I enjoy football, although more watching than playing these days and I am a black belt 1st Dan in Tae Kwon Do which keeps me fit and active. I also enjoy golf, and road biking and general fitness activities.
Charity is also important to me and I believe it is extremely important to give something back to society. I was born in York and have lived here most of my life so getting involved with local businesses and charities is something I very much enjoy doing. I am currently involved in the York Rotary Club, where I have served as a member for many years.
After graduating from Buckinghamshire University in 2002, I joined a graduate placement scheme where I completed four successful years in management before deciding to change direction into financial services. I have provided high quality advice to clients for the last 16 years having worked as a Financial Adviser and Stockbroker with Edward Jones and then delivering wealth advice to high net worth individuals with Towry. I was then invited to join the St. James's Place as a Partner of which I feel very privileged.
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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. Partners: Carl Crossfield, Charlotte Crossfield