An Associate Partner Practice of St. James's Place Wealth Management
I strongly believe in providing a high level, trusted service to all clients and I am fully aware that financial planning can be confusing at the best of times. I will help you to meet your financial objectives and plan for the future with confidence and optimism.
I work closely with all my clients, and believe in keeping them regularly updated with financial and economic news.
We offer an excellent wealth management service which will help you achieve your goals
I have been hugely impressed by Tracey’s dedication and expertise as my Financial Adviser. I trust her implicitly to provide the very best guidance for my needs and to answer all my questions in plain language. She is unfailingly warm and patient, a delight to work with, and explains everything clearly, outlining all options. Her advice has been invaluable in guiding my portfolio’s growth. The personal service Tracey offers is impeccable, quick to answer emails - even when on holiday! - and always ready to step in when I need help. Her depth of knowledge is impressive, as well as her understanding of how to tailor her advice to my needs. I enjoy working with Tracey and strongly recommend her to anyone seeking a Financial Adviser.
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.