I have been in financial services since 1979, acquiring a wealth of experience in all aspects of financial planning before becoming a Partner Practice of St. James's Place in 1994.
I take pride in establishing a working relationship with my clients, many of whom I have been dealing with from the beginning of my career.
My expertise covers the broad spectrum of financial planning, and will help you and your business to:
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.
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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.