I specialise in providing a holistic, high level financial planning service to my clients to help them achieve their goals as their financial needs evolve over the years. I believe clients appreciate the provision of personal, face-to-face advice since everyone has their own concerns and ambitions.
We offer an excellent wealth management service which will help you achieve your goals
I really appreciate the way David Baldry, my wealth manager works with me. He has great integrity, has a forensic mind for detail and complexity identifying savings for me with taxation and yet is extremely personable and patient in explaining information that could be overwhelming. I recommend him ...
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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.