My priority is to establish and maintain trusted, long term relationships with my clients.
The key to my success has been my philosophy of providing ongoing, accessible and honest advice, not one off sales. So many advisers lose contact with their clients after the first sale and fail to maintain an ongoing relationship, which is so important.
We offer an excellent wealth management service which will help you achieve your goals
We have known Matthew since his banking days. His professionalism, honesty and integrity impressed us at that time. It was due to these qualities that we followed him when he became a St. James's Place Partner. He has provided excellent guidance and as such we would highly recommend him, as we h...
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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 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.