I provide bespoke financial planning advice based around your financial needs and aspirations. I seek to establish a long-term trusted relationship with my clients, acting to give a professional opinion when required and performing regular reviews in order to hold an in-depth understanding of their personal finances.
We offer an excellent wealth management service which will help you achieve your goals
I followed Claire from her previous position because of her very personal touch. She has continued this with St. James's Place, so I have no reservation in recommending her to any investor who wants to work with a Partner, both very professional and easy to relate to.
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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.