A Senior Partner Practice of St. James's Place Wealth Management
I have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business.
We offer an excellent wealth management service which will help you achieve your goals
Carl has been an exceptional financial adviser for me over the past 4 years. I hope to continue this fruitful relationship. I would thoroughly recommend him as a highly reliable and professional adviser,with strong personal integrity.
I am pleased to recommend Carl to our clients and contacts as he is both knowledgeable and clearly looks for his clients' best interest first and foremost. With the backing of St. James's Place we have confidence that the right advice will be given. We have worked with Carl for a number of years so our experience is also long standing and consistent.
I'd like to thank Carl and his team for the marvellous amount of time and effort they have spent in helping my mother sort out her finances for a worry free retirement. The practical advice has always been in very clear terms and of excellent value. I have no hesitation in recommending Carl.
I've known Carl for 5 years and I'm grateful to him for arranging my mortgage and investments. Carl has that gift of explaining complex contracts in every day language. And of course, he is backed by the strength of St. James's Place.
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.