An Associate Partner Practice of St. James's Place Wealth Management
The aspect of the role I enjoy most is creating and maintaining long term relationships with my clients whilst providing a professional and comprehensive financial planning service. It is important to me to support my clients, and the people they care about, by helping them to identify, clarify and achieve their financial goals and objectives through my personally tailored financial planning programme.
We offer an excellent wealth management service which will help you achieve your goals
Jade has been incredibly supportive to us and throughout the application process has been wonderful. Her attention to detail and communication is exceptional and we wouldn't hesitate recommending Jade to anyone for either mortgage advice or financial planning.
Having worked for a number of companies since beginning my career I had 3 pensions and no real grasp on how they were performing, what they would provide me with in my retirement and how to make them work better for me. Jade was able to offer expert advice and manage the whole process. I now have one pension with St. James's Place that actively manages the funds and so I now have much more confidence that my money is working better for me.
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.