I have over 20 years’ experience in helping my clients plan for their financial future.
Most people will need to seek financial advice at some point in their lives, whether they realise it or not.
Finding a professional adviser that you can trust is as important as choosing your solicitor or accountant.
I have been a financial planner for over 20 years and have seen lots of changes to the financial services industry and the ever changing complex needs of the clients I advise. These needs include but are not limited to:
These needs can be for individual clients or businesses.
I pride myself on building long term relationships with my clients that is built on service and trust.
Once these plans are put in place it is vital to review these regularly to keep up to date with changes in legislation and taxation, product developments and your own changes in situation. Indeed a review is crucial if your circumstances change, such as, starting a family or changing employer, moving home or receiving an inheritance. Receiving good financial, reliable advice on marriage or during divorce proceedings is also critical.
I look forward to building a long lasting and valued relationship with you in the future.
*Trusts are not regulated by the Financial Conduct Authority.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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The Partner Practice 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.