I deliver a holistic planning approach to all my clients over a short, medium and long-term basis, providing an invaluable service to them. Most of my new clients are personally recommended to me by long standing, valuable existing relationships, this gives me great satisfaction to know that my advice is valued and trusted.
We offer an excellent wealth management service which will help you achieve your goals
Phil is very approachable and explains everything to me. He has demonstrated a very professional manner explaining any shortfalls that may arise. I have every confidence that Phil will advise me as my pension grows.
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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.