I aim to educate my clients about financial planning and help them to design a plan to achieve their goals that suits their appetite for risk whilst taking advantage of tax breaks available to them.
If lockdown has made you start to rethink your future and you would like help understanding your pension arrangements we can discuss your goals and plans via a phone or video call.
We offer an excellent wealth management service which will help you achieve your goals
Josephine and her team are always approachable, knowledgeable and professional.
I have had excellent service and advice from Josephine – equally appreciated in good times and bad.
Josephine has always filled me with confidence in the professional manner she conducts her business. I trust Josephine’s advice and believe she has my family’s best interests at heart with her sound and knowledgeable judgement.
My wife and I have always found Josephine’s advice to be straight forward and relevant to our needs. In an industry where high pressure selling is often the norm, it is refreshing to deal with Josephine, a financial adviser who offers products only where there is a genuine requirement.
While financial results are most important, and they have been excellent, the friendly and responsive service Josephine has given has made it a pleasure dealing with St. James's Place.
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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 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.