I offer clients a bespoke personal service that is rarely seen in today’s financial market place.
I take time to really get to know my clients before offering advice, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to me as a result of personal recommendation by existing clients.
With the above in mind, our mission statement is to: Assist in the creation and preservation of wealth through maintaining long-term, trusted relationships, while demonstrating integrity and pursuing excellence.
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.