An Associate Partner Practice of St. James's Place Wealth Management
As a Chartered Financial Planner and an Associate Partner Practice of St. James's Place Wealth Management based in Leamington Spa, I will offer you the best possible service based on my guiding principles of integrity and openness.
We offer an excellent wealth management service which will help you achieve your goals
I would like to thank you for the time you spent considering and explaining the options for me. It’s so much easier when it’s done in person.
Our recent pension review meeting, which given such turbulent economic and political change, produced better results than I had expected.
Craig’s skilled local presence with the qualities of St. James's Place looks to be a winning formula!
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.