An Associate Partner Practice of St. James's Place Wealth Management
I want to help you achieve your financial objectives by working together with you, and ensuring that you have full understanding and clarity along the way. For me, the most valuable part of my service is our ongoing relationship, which focuses heavily on continually reviewing your evolving needs.
We offer an excellent wealth management service which will help you achieve your goals
l found your service very professional and answered all questions proficiently so I’m very happy with the service you have provided and look forward to updates.
Toby offered me great advice to grow the small amount that I did have available to invest. I am pleased that I chose to invest with St. James's Place as the service has been excellent. I would highly recommend them.
After spending some years worrying about my finances, I was a bit nervous sitting down with Toby to discuss everything. He immediately put me at my ease and was very helpful explaining everything and genuinely wanting to help me make the most of the assets I have, planning for now and for the future. Toby has been a tremendous help to me organising my finances!
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.