A Partner Practice of St. James's Place Wealth Management
I focus solely on providing face-to-face advice and offer a dedicated, personal wealth management service to build long-term, trusted relationships. Together, we would look to create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all of the options available to you.
We'll help you find the right investments so you can achieve your financial goals
Marc's approach in helping me to make the right investment, truly has been second to none and I couldn't recommend him more highly. With my situation in particular, his attention to detail enabled me to make the right choices and I am delighted with how things have gone. I am very much looking forward to working with Marc more in the future.
I have tried to work with various advisers in the past, without any success as they are sales focused and intent on pushing products. Marc is different. He is meticulously detailed orientated, and is focused on providing a genuine solution for the client. He is knowledgeable, professional, and has been a pleasure to deal with. A valuable part of the process was the complementary support to model several future life scenarios prior to making a decision. This sets Marc and St. James's Place out from the crowd. I recommend Marc highly to anyone who is serious about professional financial planning and getting their affairs in order with a professional, trustworthy and affable individual.
Marc conducted a detailed "financial audit" which resulted in important retirement planning for the future, and ensuring that both my family and business are suitably protected. Marc's professional and detailed approach has taken the time to understand my needs and he has made relevant suggestions to suit. Nothing is too much trouble and Marc has also made some excellent referrals to other service providers I've needed to work with as part of his proposition. Marc has been a pleasure to work with, and I personally wouldn't look any further for a Wealth Manager. Marc is highly recommended.
We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their 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.