An Associate Partner of St. James's Place Wealth Management
I have worked successfully within the banking and investment industry since 1988 during which time I have seen many changes. Many of these changes have not conformed to my belief in the level of service which a client could expect. I therefore decided to move to an environment where I could control the service commitment to my clients and I have become a Partner Practice of St. James's Place Wealth Management.
We offer an excellent wealth management service which will help you achieve your goals
Since first meeting with Steve, I have been impressed with his knowledge and understanding of the investment world. He has guided me through its many pitfalls and introduced me to a number of ways to manage my investments far more efficiently and saved me money through better tax management. Steve is a friendly and approachable person and I would not hesitate in recommending him.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Steve has been providing me with financial planning advice for over seven years now, specifically including advice on investments and retirement planning. This has involved regular review meetings to ensure that my financial objectives are achieved. I have found him to be easily approachable, and particularly knowledgeable in providing up to date advice and support. On that basis I would not hesitate to recommend him.
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.