I can help you define your financial goals and put in place a structured personalised plan aiming to achieve them. This will then give you the peace of mind that comes with knowing you’re on the right path so that you don't have to spend too much time thinking (or worrying!) about your finances.
Since joining St. James's Place in 2007 I have been fortunate to build valued long-term relationships with my clients. There have been ups and downs over the past c15 years and I have helped them avoid costly mistakes and remain focused on their long-term objectives. I enjoy seeing their personal and professional lives evolve and it gives me great satisfaction seeing them achieving their financial goals.
The most common question my clients ask is "what would you do if you were in my position?". They need to have full confidence that that I:
The second point is why trust is so crucial. Trust takes time to build and is the most important part of my client relationships.
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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.