The valuable service I offer clients is tailored to meet their individual financial needs, thus providing the benefit of a single, seamless relationship; whether your priority is to:
- Build or preserve wealth
- Manage cash and borrowings
- Gain financial protection against risk
Offering quality advice on Investment Planning, Retirement Planning, Business Solutions and Medical insurance, Simon offers a total wealth management service to his valued clients.
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.