A Senior Partner Practice of St. James's Place Wealth Management
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning individuals and business clients. Many have received financial advice in the past, but the overwhelming feeling can be that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, your financial planning has to look at the complete picture.
We offer an excellent wealth management service which will help you achieve your goals
Ian has always been able to offer us clear, precise and unequivocal financial advice having demonstrated experience and knowledge of all areas of the relevant financial markets.
Ian has conveyed sound and trustworthy advice, contributing to our financial security. He has always put our interests first, identified shortcomings and helped lay a sound foundation to build upon. We would not hesitate to recommend him to anyone.
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.