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.