No two clients are ever the same – some are seeking help with a specific challenge such as inheritance tax planning or retiring while others want a full financial plan that takes into account every aspect of their finances. It always starts with a conversation. I’ll get to know you and learn about your aspirations for the future as well as your individual circumstances and you’ll find out how I can help you and what I can offer.
All of my advice is guaranteed by St. James's Place Wealth Management and I am very humbled to have received a client satisfaction rating of 4.9 of 5 from my clients who have provided feedback on the adviser website Vouchedfor. If our service isn’t right for you, there is no obligation to take it.
In particular, I can help you with:
*Vouchedfor February 2019
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.