Anton Kirkpatrick
I provide holistic financial advice that is specific and tailored to you and which evolves as you progress through life.
Working in collaboration with you, we can discover what you want from life and then work out how to get there so that you can focus on enjoying it.
About
Understanding each client, learning about them, what their goals are, what drives them, ultimately what they want from life allows me to develop and put in place a plan that is right for them.
Through regular review meetings I'll ensure that plans remain suitable or make the necessary changes as life is unpredictable so we need to be able to adapt to it. Having an accurate and live financial plan is an important guide to have on life's journey
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 13/10/2023
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.
