I take a client centred approach with every aspect of financial planning to help individual clients and businesses achieve their financial goals. I understand that your financial goals can change which is why we will build long term relationships built on having a clear communication, trust and efficient processes, to make the financial planning process easy to understand and achieve your immediate needs and future aspirations
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.