An Associate Partner Practice of St. James's Place Wealth Management
I specialise in providing a holistic, high level financial planning service, to help my clients to achieve their goals as their financial needs evolve over time. I believe clients appreciate the provision of personal, face-to-face advice since everyone has their own concerns and ambitions.
We'll help you find the right investments so you can achieve your financial goals
I asked Bobby to advise me in savings and investments. Bobby met with me at a convenient time and went through my current finances, future plans and the options to achieve those plans whilst ensuring that I had enough for a rainy day. I have no experience in investments but felt safe in the knowledge that Bobby was able to recommend and provide me with an option that was right for me. Bobby gave me more than enough information throughout the entire process - with more available if I required! - and made the whole process simple and easy to understand. Bobby's expertise showed throughout the setting up of my plan and continues with regular updates now that my plan is up and running. I always thought that setting up an investment would be difficult and complex to understand and so have put this off for quite some time, but Bobby has made the process so simple and also assists with reviews to ensure that I am on track to achieve what I intended. I would have no hesitation in recommending Bobby to any of my friends, family, colleagues or clients.
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.