This is by way of a tailored service that helps you to prioritise and address your financial needs in order to:
I have over 15 years of experience in law and financial services, as well as a number of years as an entrepreneur.
Among the reasons why you should consider using me and St. James's Place are:
I seek to build my business through personal referrals of people who tend to earn more than average, or have accumulated more capital than average, making their circumstances more complicated than usual.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you 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.
I do not provide 'off the shelf' solutions. I put my clients at the heart of everything I do.
I 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.