I have a wide range of expertise and knowledge, developed over many years to help people, both individually and in business, to fulfil their financial aims and aspirations as well as help offer that all important ‘peace of mind’ for the future.
With the hectic lifestyles we all experience today, I find that very few people have the time or often the inclination to manage their financial affairs effectively. That’s hardly surprising as the financial world we live in is complex and fast changing. However, at one time or another most of us will need to seek financial advice.
I offer both individual and business clients a wealth management service of distinct quality, professionalism and expertise to help you fulfil your aims and aspirations as well as help offer that all important ‘peace of mind’ for the future. I offer the benefit of a single relationship to help meet all your financial needs, whether your priority is to:
• Build & Preserve Wealth
• Manage Cash & Borrowings
• Gain Financial Protection Against Risk
We offer an excellent wealth management service which will help you achieve your goals
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We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 02/02/2024
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.