Every client is unique, not only in terms of their financial circumstances but in what they are looking to achieve. I build long lasting relationships with my clients to help them as they journey through an ever changing and uncertain world giving them the confidence to take control of their financial future.
We offer an excellent wealth management service which will help you achieve your goals
Erica is an extremely well-informed, professional lady, who shared her knowledge and expertise with me, offering sound advice re: my financial situation. As a result, I feel confident and trusting enough of her judgement to make my own informed choices and next steps, knowing she is on hand anytime....
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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.