I believe that my service is unique and I aim to help my clients by offering high quality advice and guidance and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
We offer an excellent wealth management service which will help you achieve your goals
It is very important I have complete trust in my financial adviser. I have known Tracey for five years and feel for the first time I have an adviser who I can really trust. Nothing seems too much trouble for her. She is always willing to give her time when I need it. I would recommend her to anyone....
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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.