At the heart of my service is my belief in a personal, life long relationship, and a regular review of circumstances and requirements, to help you achieve your financial goals and keep you informed of issues that may affect your financial well-being.
Planning a secure financial future for yourself and your family is one of the most important steps you can take. A regular review of your financial situation will position you to take advantage of any changes in legislation and tax law as they occur. In the coming years there will inevitably be changes in your personal and family circumstances, such as marriage, births, changes in employment, retirement, or the setting up of a new business. There may also be inheritance and later life planning issues to consider, all of which make a regular financial review a crucial part of planning for your future.
As an Associate Partner Practice of the prestigious St. James's Place Partnership, the sole advisory channel of St. James's Place Wealth Management, we will work with you to provide the wealth management solutions that are right for you and are specifically tailored to meet your needs. Our aim is to help you to achieve your financial goals and that your financial security is maintained over the long term.
We have over 30 years experience in financial planning and we offer the benefit of a face to face relationship which allows you to discuss all your financial needs, whether you are looking to grow, manage, protect and preserve your wealth, or you are a business owner/director looking to ensure you have the right plans in place for your company.
We offer an excellent wealth management service which will help you achieve your goals
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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.