An Associate Partner Practice of St. James's Place Wealth Management
I provide financial planning advice to individuals and businesses both in Kent and around the City of London. My tailored advice aims to meet your personal and/or business objectives to ensure that both your family and your business is protected and financially secure.
30 Lombard St, London, EC3V 9BQ
86 Melrose Close, Maidstone, Kent, ME15 6ZE
We offer an excellent wealth management service which will help you achieve your goals
I can't praise Joanne's services highly enough. She takes a holistic view of your whole situation, assesses everything and then provides you with clear, reasoned recommendations for your consideration. She works in a very friendly but professional way that left me very confident that the advice offered was of the highest quality. I would not hesitate to recommend her to anyone.
I found Jo very polite and professional with the advice she gave me. her advice was honest and fair and she made me feel at ease and confident with the product she was arranging for me. Jo explained products in a simplified way without using any financial terminology I wouldn't be clear about. I would be happy to refer Jo to my family and friends.
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.