Who we are
My Practice may be small, but my knowledge and experience is huge. I believe in offering a full range of financial services, not just access to a single portfolio of products.
I work with a modest portfolio of clients to ensure that I continue to deliver a truly personal service and get to know you in detail. By focusing on building long term relationships founded on trust and mutual respect, I believe that a holistic approach to finance means that my advice is available to everyone regardless of age, wealth or lifestyle.
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.
