Private clients who are looking for a personal, managed and holistic approach to their wealth management. Private clients who have recently
As a Wealth Management Consultant at Burfields House, a Principal Partner Practice of St. James's Place Wealth Management, I aim to take the worry out of our private client's wealth in both their current and future circumstances, from protecting clients and their families from unforeseen and life changing events through to continuously reviewing plans in order to maximise returns.
Specialties: Building long and trusted relationships with my clients, helping them and their families plan for their current and future requirements with regards to investment planning, retirement & later life planning and Trust and estate planning.
I trust James implicitly to give sound financial advice in line with our needs and attitude to risk. He considers the big picture to support us in making informed decisions to meet our longer term goals. James makes himself readily available, he is very personable and approachable and no question is too small or simplistic. I have absolutely no hesitation in recommending James to anyone who wants peace of mind in their financial future and security.