Newcastle Upon Tyne, England, United Kingdom
I support individuals, in both a private or corporate capacity, in making confident financial decisions by connecting them with the most suitable financial planner in our team. In addition to this, I continue to build strong relationships with professionals across the legal, accounting, banking and business advisory sectors whose clients - and where appropriate, the professionals themselves - may benefit from financial expertise we provide. My goal is to ensure that Broad Chare Partners can provide you with a quality of advice that builds long-term confidence and ensures peace of mind for you and your family. Whether your aim is to build wealth for retirement, protect assets for future generations or simply gain guidance or a second opinion on a financial matter, I and my Broad Chare partners are here to help. To learn more about the services Broad Chare Partners provides, please visit our website or feel free to contact me directly: www.broadcharepartners.co.uk Before moving into Business Development, I spent 25 years in the Banking industry, with Barclays and Yorkshire Bank (now Virgin Money), most recently managing portfolios for executive clients. I later held business development roles in Newcastle with RBC Brewin Dolphin and Lowes Financial Management, gaining valuable experience through speaking engagements and professional events - experience that is perfectly aligned to my new role at Broad Chare Partners. Outside of work, I'm a keen golfer and a member of both Northumberland and Royal Troon Golf Clubs. I also closely support the work of Maggie's Cancer Care; the Newcastle centre located next to the Freeman Hospital, which is a cause particularly close to my heart.
Broad Chare Partners 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). Broad Chare Partners is a trading name of Broad Chare Partnership LLP. SJP Approved 15/12/2025
As per Barclays role , Relationship Manager , managing and growing a portfolio of high net worth clients
Private Client bank manager responsible for managing and growing a portfolio of high net worth individuals