An Associate Partner Practice of St. James's Place Wealth Management
Based in Bridgend, I provide wealth management advice to clients at every stage of their personal and business lives. I have now established many working relationships with individuals in the Medical, Dental and Veterinary sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
We offer an excellent wealth management service which will help you achieve your goals
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.