An Associate Partner Practice of St. James's Place Wealth Management

Alison Jarvis Financial Solutions

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Alison Jarvis

BA (Hons) (MBA)
I design tailored financial solutions for individuals, families and businesses across their lifecycles. With a friendly and focussed approach, I put the client relationship at the core of what I do. By providing professional advice that drives people towards their financial goals, I help my clients to have peace of mind about their futures.

About

Alison Jarvis Financial Solutions was established in 2020, when I accepted an invitation to join St. James's Place Wealth Management PLC.

Being an Associate Partner Practice of St. James's Place Wealth Management enables me to provide holistic advice, and to structure and preserve my clients’ wealth. By consulting with my St. James's Place colleagues, who are key area specialists, my clients can expect to benefit not only from a service of the highest quality but from expert guidance from some of the financial sector’s leading lights.

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.