An Associate Partner Practice of St. James's Place Wealth Management
I am able to advise all corporate clients based on their needs as a business but linked in with their needs as an individual, this is vital in a successful financial plan.
My aim is to help individuals and businesses and work closely with them to achieve their financial objectives. I am committed to building long standing relationships and in creating solutions in support of the client's aims and strategies.
We'll help you find the right investments so you can achieve your financial 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.