I aim to be your trusted partner in creating clear financial solutions.
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. I believe that financial services is very much a 'people business' and am committed to providing high levels of client service at all times.
The level of satisfaction may be judged by the fact that most of my new clients are as a result of personal recommendation by existing clients.
We offer an excellent wealth management service which will help you achieve your goals
Debra is the most efficient, responsive and professional Partner that I have dealt with in my 15 plus years association with St. James's Place. Always available and responds promptly to queries either by phone or email and follows up action required by the administration centre to ensure timely acti...
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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.