My ethos evolves around continuing to deliver clients a true wealth management experience based upon building long term, trusted relationships. I ensure that the core values of "Quality, Integrity and Excellence" are maintained.
We offer an excellent wealth management service which will help you achieve your goals
Mark Burch has been my financial adviser over several years and has always been there for me when I needed him. His advice has been trustworthy and sound and I respect his judgement. I have frequently found procedures complicated but he has always been very patient. I strongly recommend him.
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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 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.