I provide holistic wealth management solutions to individuals and businesses within Hampshire, Wiltshire & the surrounding areas. Our advice is tailored to meet your personal and/or business objectives.
Based in Hampshire, I provide wealth management advice to clients within Hampshire, Wiltshire & the surrounding areas.Prior to accepting the invitation to join St. James's Place Wealth Management, I have spent 16 years within the financial industry; building and protecting the wealth of my clients and their families.
I am committed to ensuring that my industry knowledge remains relevant and current; and pride myself on developing solid and personal, long standing relationships with my clients offering a lifelong holistic and professional wealth management service.
Outside of work I am a family man living with my fiancée Chloe & a devoted father to my four wonderful children.
I offer exceptional advice for individuals, Private and Corporate clients. I appreciate that no two clients are the same and therefore understanding your personal or business objectives & delivering solutions that are right for you is what I do best.
We offer an excellent wealth management service which will help you achieve your goals
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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 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.