During these exceptional times we remain fully committed to serving you, our valued clients, and to ensuring we continue to meet our high levels of service. We are working from home and are contactable – if you need us, please get in touch, we’d be happy to help.
My philosophy is centred around working closely with my clients; acting at all times with honesty, integrity and diligence in order to cement a long term relationship. I work in partnership with each client, whether they are an individual, family, business or charitable organisation to help achieve their short and long term financial goals.
The success of my business is built on word of mouth referral - a further endorsement of the quality of service that I deliver.
We offer an excellent wealth management service which will help you achieve your goals
I was introduced to Craig through a mutual acquaintance several years ago and invited him to review my financial plans. Like many people I am very busy so had never felt that I had the time to truly devote to my own financial planning provision. Having listened to Craig's recommendations, I am delig...
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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.