Who we are
The financial environment has changed significantly over the past 20 years but the needs of clients remain the same:
- Protecting your family and wealth
- Managing your cash and borrowing
- Building and preserving wealth
We build a detailed picture of what matters to you and why, a financial plan will be tailored to your individual situation. Advice areas and solutions include:
- Wealth management and investment planning
- Retirement planning advice and reviewing your retirement needs
- Inheritance tax and estate provision
- Life assurance and other protection needs
- Business planning
- Mortgage services
It is also essential to review financial plans and policies regularly to ensure they remain current and accurate.
I believe the essence of a successful relationship between adviser and client is for the me to be approachable and available to answer any questions or queries that may arise, I welcome your email or call.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
