A Partner Practice of St. James's Place Wealth Management
Financial adviser helping you plan for your future, through tailored financial advice, whether it’s about pensions and retirement, financial planning and/or protection for you, your family and/or your business.
Financial education and solutions is what I do. Three steps:
Fully understand your position, fears and aspirations.
Present you with solutions.
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.
St. James's Place Wealth Management, Montague Court, 21-25 London Road, Newbury, RG14 1JL
162 Aldershot Road, Guildford, GU2 8BL
We offer an excellent wealth management service which will help you achieve your goals
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.