I am committed to providing a professional, dependable, high quality service and establishing long term relationships with my clients so that I can help them ensure they have the right financial plans in place, whatever their stage in life.
We offer an excellent wealth management service which will help you achieve your goals
My Son trusts Tony with his finances so, when my husband unexpectedly died, I asked Tony if he would help me. He has gone out of his way to do this with sound advice and advocacy, very much putting my needs first. He has never put any pressure on me, so I felt completely able to trust him. I would n...
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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.