An Associate Partner Practice of St. James's Place Wealth Management
My goal is to help my clients fulfil their hopes, dreams and aspirations, and to help put them in the best financial position for their long-term future.
We offer an excellent wealth management service which will help you achieve your goals
Amy has provided us with sound professional advice. She is very personable and knowledgeable and we are confident in the advice she has given. The service we have received is extremely prompt and so we would be happy to recommend he services in the future.
It was an absolute pleasure meeting you, I was most appreciative regarding your openness, but most important the fact you managed to do what other, financial advisers failed to do, to openly give me your time and listen to my needs. I am very pleased that during our brief meeting, you suggested I contacted my pension provider, as well as all other parties I had knowledge of to access my records, it proved fruitful. I would like to think we were on the same page and worked together to achieve a common goal. Something that other financial contacts failed to do. This puts you in the lead as some one I can communicate with and trust.
I have been putting off getting my pension sorted for years because it felt so complicated but Amy put my mind at ease. She is very professional and personable and speaks “normally” no jargon or complicated language. It was so refreshing to have a female financial adviser, I felt in control and not afraid to ask questions no matter how small. I highly recommend speaking to Amy about any financial needs, I certainly will in the future. Thank you Amy for explaining and sorting my pension so simply.
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.
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.