I recognise that everyone’s financial situation is unique and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed review of an individual’s financial circumstances.
I appreciate that dealing with financial matters can sometimes be stressful or confusing but my extensive experience and breadth of knowledge in handling such matters allows me to offer specific advice tailored to my clients’ own needs. I advise private clients on personal and family wealth and corporate clients on business strategies and succession planning.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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.