The heartbeat of my firm is to provide suitable advice on investment planning, pension planning, pre and post retirement planning, protection and estate planning and in the process develop and maintain meaningful relationships with my clients.
We offer an excellent wealth management service which will help you achieve your goals
I was recommended to Jonathan Finlay of Finlay Wealth Management LLP in the autumn of 2011. I was told that he was the leading expert in financial planning, that he was at the top of his field and that he would put his client's interests first. This was not wrong as he proved to be all of the above ...
Visit Insights to read articles and news to help you make informed decisions about your wealth
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.