Your trusted Partner in financial planning. We are delighted to provide you with expert guidance and comprehensive solutions to help you achieve your financial goals.
Located in Exeter, we provide personalised strategies tailored to your unique needs. Our goal is to empower you to make informed decisions and secure a financially stable future.
We invite you to explore our website to learn more about our services, meet Tasha, and read clients testimonials. Whether you are just starting your financial journey or seeking specific advice, we're are here to guide you every step of the way. Together let’s chart a path toward a financially secure future.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 26/09/2023
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.