An Associate Partner Practice of St. James's Place Wealth Management
Having spent 30 years in the financial services industry I know how important it is to offer my clients a high-quality service. Regular reviews of solutions that are put in place for clients means together we can build a long-term relationship that provides a source of trusted advice as their financial needs evolve over the years.
We'll help you find the right investments so you can achieve your financial goals
Made me think about where I want to be e.g. Financially & retirement. Thorough review of income and expenditure, now and future to determine when I would retire, subject to saving etc. Now have a plan that I’m working towards and hopefully will achieve.
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.