I provide holistic advice to clients in all Financial situations both business and personal.
My advice covers areas of wealth management, including savings, investments, retirement planning and personal / business Protection.
As a Partner Practice of St. James's Place Wealth Management my emphasis is on building a long lasting relationship with my clients, providing them with trusted advice and being that one stop shop between them and financial services.
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 titles 'Partner' and 'Partner Practice' are marketing terms to describe St. James's Place representatives.