I have a total belief that quality customer service is the most important aspect of my work. Aligned to this ethic, I can draw on my business and financial experience which is backed up by the considerable diversity of skills within St. James's Place. This combination allows us to build trust within a long-term relationship and enables me to provide a complete wealth management service.
My time in the financial world spans 38 years, 14 years with St. James's Place. I have provided comprehensive financial advice service for private clients with two Insurance Companies and two Building Societies. My working life has also included business ownership in the Retail and Transport sectors.
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.