For over 18 years, I have helped business owners, private individuals, trusts and charities cut through the complexities of financial advice, changes in legislation and investment markets and instead focus on what is important to them in achieving financial wellbeing.
Simon Davis, Founding Partner
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 01/06/2023
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.