An Associate Partner Practice of St. James's Place Wealth Management
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.
Mark has always given trustworthy advice and took a real, genuine interest in making sure my goals were met. His service and support has always been exceptional. I would not hesitate in recommending him to anyone.
The most important thing to my wife and I, is family. Once we had children, we knew that financial security was something we should start to focus on. Mark has been such a great help in providing us with the tools to understand how to manage our finances with the future in mind. We now know how important it is to have a financial adviser who we trust and appreciate. The support provided by Mark has helped highlight some of the gaps in our financial planning that wouldn't have been apparent to us without his help. He provides easy to understand guidance and because he takes the time to get to know you and your values, all of the advice is personalised. He provides exceptional service, fantastic advice and lays the options out clearly. Mark is friendly, thoughtful, genuine and pragmatic. We would highly recommend him.
Mark has made me feel at ease from our first interaction. He came across as highly professional but personable at the same time. He is a great listener and consequently his advice and help were exactly what I was looking for as well as needed. Mark is very organised and communicates clearly. I would highly recommend his services and have done so already
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.