An Associate Partner Practice of St. James's Place Wealth Management
The advice that I provide is a bespoke personal service tailored to meet the unique requirements of individual and corporate clients in all aspects of wealth management and financial planning.
We'll help you find the right investments so you can achieve your financial goals
Joe is a very pleasant and trustworthy professional. He analysed my pension and current finances effectively, producing a very accurate and detailed report. This allowed me to make informed decisions for myself and my families future needs. He offered advice freely which secured a tax refund and improvements to my workplace pension. I would highly recommend Joe to anyone seeking financial advice.
We have known Joe about 7 years. We both felt very comfortable with Joe. We found him to be honest and trustworthy. Joe has always provided sound financial planning advice and we would recommend his services to anyone.
Joe has always put my interests first. I find him very pleasant and trustworthy. I would have no hesitation to recommend him.
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.