Who we are
To meet your needs we will draw upon a comprehensive selection of wealth management products, services and trusts* from within the St. James's Place Group. These plans will be complemented by a range of products from other carefully selected providers. Tim strongly believes that this combination of services is capable of delivering high standards that a client would expect.
"My aim is to keep my clients aware of the most up to date information that relate to their circumstances".
*Trusts are not regulated by the Financial Conduct Authority.
The Partner 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.
