My ethos is to ensure each client receives sound advice and a bespoke ongoing service plan to suit them. This maybe a quarterly "catch up" or a yearly meeting. Others prefer sporadic reviews, but have the peace of mind knowing that they can contact me as their adviser directly, anytime they need guidance.
We offer an excellent wealth management service which will help you achieve your goals
Joel was always very prompt to respond, he answered all my questions and provided me with all the explanations in a professional and friendly manner. I felt I could ask him anything He assessed my needs and he put together a portfolio and went through it with me in detail. He has also provided me wi...
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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.