An Associate Partner of St. James's Place Wealth Management
In the complex and fast changing world in which we live, proper management of our financial affairs can often be neglected, especially when lacking your own trusted adviser who you can easily reach at your own convenience.
To meet your aspirations and those of your loved ones, I focus on a holistic financial review, which is undertaken on a regular basis, taking into account not only your present requirements but also your future goals.
We'll help you find the right investments so you can achieve your financial goals
Mark has always been very clear and precise in explaining the intricacies of my investments. He makes a point of keeping in touch with emails and keeping me up to date with current news. An extremely conscientious partner who I would recommend to anyone.
I have known Mark both as a colleague and a friend for many years and during that time I have found him to be honest, principled and trustworthy. He has been looking after my investments for two years now and I am very satisfied with the results of his recommendations. I enjoy our twice-yearly meetings and I have no hesitation in recommending him.
Having lost confidence in the present impersonal attitude of my Bank, I was fortunate to find that Mark had established his own practice. I sought his assistance in looking after my affairs, a decision I’ve had no cause to regret. Prompt individual attention and careful consideration of my needs have produced a harmonious and very satisfactory outcome. I can recommend his services without hesitation.
Mark has taken the time to understand perfectly our investment philosophy and wishes. We are confident that his advice and recommendations are sound and always in our best interest. We have no hesitation in recommending him to others who are looking for an adviser they can trust.
Since meeting Mark he has quickly become my trusted adviser and his timely advice has already paid dividends. I enjoy his weekly informative bulletins and look forward to developing our relationship over the coming years.
Mark always conducts our meetings in an informal yet business-like manner and throughout I have fully appreciated his knowledgeable and most professional approach in dealing with my financial situation. Without doubt, his helpful guidance and commitment to the task has served me very well in satisfying my financial needs. I would happily recommend Mark to any of my friends and family and indeed have already done so.
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.