
I provide face-to-face, one-to-one, financial planning and wealth management solutions to individuals and business owners, building long term relationships, getting to know their unique situations, identifying their goals and aspirations and then working with them to create a plan for their financial future.
By personalising the approach to these plans and keeping it simple I aim to help clients build and preserve their capital, protect them against risk and help people make better financial decisions.
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.