A Partner Practice of St. James's Place Wealth Management
I believe that my service is unique, due not only to the personal and confidential service I provide in managing your wealth, but also in helping you to achieve life goals through structured management of your finances.
We offer an excellent wealth management service which will help you achieve your goals
I had never invested before, partly due to fears around uncertainty after 2008 & the collapse of the Bank of Scotland. I had met advisers before but didn’t trust them but also aware of losing money by not investing. A good friend recommended Donna Bowey and I haven’t looked back. I can’t speak highly enough about the care and attention she dedicated to understanding my situation and to delivering a thoughtful, flexible & exceptional service. Donna has constantly given time to get to know me so is in touch with my needs & aspirations & has helped me plan positively & gain financial confidence. She has prioritised my interests & in a variable market my capital has grown significantly. In particular for me & very importantly I am confident that I am knowing my financial situation is well understood and I am not lost in a large impersonal ‘machine’. I can’t speak highly enough about the exceptional and solid quality service that Donna consistently delivers.
Donna is a well informed, professional and conscientious adviser. I have known Donna, in her professional capacity, for a few years and trust her advice and support 100%, she possesses excellent inter-personal skills and responds very quickly to emails and messages.
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.