I have been in the Insurance and Investment Industry since 1982. My clients receive advice on matters which include retirement planning, building and preserving capital, whilst working towards obtaining income and capital growth in a tax efficient and flexible manner.
My focus is based on maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives my clients financial peace of mind.
The level of client satisfaction may be judged by the fact that the majority of new clients come to me as a result of personal recommendation from existing clients.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than the amount invested.
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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.