With over 10 years’ experience within Financial Services, Patrick followed in his Father’s footsteps as a Financial Adviser.
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.
As an Associate Partner of St. James's Place Wealth Management, I can provide you with a personal wealth management service designed to meet your short and long-term needs.
I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by checking that any plans put in place remain effective in the future if legislation or how your circumstances change.
Whatever your situation, I will work closely with you to create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.
With a Practice based on core values of the utmost professionalism, Patrick will help you develop a wealth management strategy to help meet your financial objectives, with particular expertise in Pension and Investment Planning, Protection and Inheritance Tax Planning.
Some of the services I offer include:
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We offer an excellent wealth management service which will help you achieve your goals
Visit Insights to read articles and news to help you make informed decisions about your wealth
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.