A Partner of St. James's Place Wealth Management
Looking after your money can be a complex and time consuming process. Having someone help to manage your financial affairs is an effective use of your time. The service I offer includes regular contact and information, keeping you up to date with your position and how changes in the marketplace may affect you
We offer an excellent wealth management service which will help you achieve your goals
Catherine Simmonds has looked after my financial affairs since I came to St. James's Place in 2014. She is extremely diligent and dependable, and above all, helpful and absolutely charming. Catherine has helped me enormously as I moved from full time employment to retirement. Not only is she skilful and knowledgeable in financial, international and domestic affairs, she is thoughtful, kind and creative, and whenever necessary punctilious and admonitory on my behalf. I hold Catherine in high esteem making it easy to recommend her to anyone who may need help with their financial planning.
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 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.