An Associate Partner Practice of St. James's Place Wealth Management
My aim is to build and maintain a long lasting relationship with you, to be a constant source of help and advice throughout all stages of your life and to provide you with peace of mind in your financial objectives.
We offer an excellent wealth management service which will help you achieve your goals
Diana supported us when we bought our first home and has recently helped us plan our finances in preparation for our first child. She has been reassuring, friendly and knowledgeable. She has explained everything simply and clearly. I highly recommend Diana and her services.
‘Diana’s approach fosters a constructive atmosphere allowing business to be conducted with the client’s interests at the centre of discussions.
Such a style builds the essential trust required in financial management.’
‘She is helpful and patient and willing to ‘go the extra mile’ to accommodate all needs’
Diana is consistently helpful, open, and cheerful and will always do her best to accommodate what the client wants. Always friendly and someone you trust, and I would have thought ‘trust’ was at the heart of being a great Financial Adviser.
Diana was very helpful in explaining, simply and clearly how St. James's Place could help with my retirement plans, she listened to my requirements and areas of interest and produced very good options for me.
Diana was very professional, but also friendly and informed and gave me confidence that the solutions offered would suit my needs, both in the short and longer term.
Diana has always shown a very keen interest in my financial affairs. She continues to provide me with excellent and clear financial advice; therefore, I would not hesitate in recommending her very professional service to anyone.
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.