Today in addition to guiding my private clients through the maze of tax implications on pensions and investments, I also head our practice Asset Management team and mentor our next generation of advisers.
As the Coronavirus Pandemic has now been superseded by the war in Ukraine and the energy crisis, my years of experience of working through previous global events ensure that I am able to help even the most nervous of clients with their investment requirements.
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.
As the Founding Principal of Lawrence Neil Wealth Management Limited, I still have the same drive and passion to improve peoples lives through detailed financial planning, that I had when I started the business back in the 90’s, it’s now just in a much older body!
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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.