I am looking for people who would benefit from an overall review of their financial situation
As a Senior Partner Practice of St. James's Place Wealth Management, my emphasis is on maintaining a long term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
I provide personal face-to-face advice in the following areas:
- Long-term investment planning
- Building and preserving capital
- Retirement planning
- Protection for individuals and their families against sickness and/or death
- Inheritance tax planning
- Corporate planning, employee benefits
The Partner Practice 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 title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.
Accreditations & Qualifications
Member of the Society of Later Life Advisers