Chartered Financial Planner
Senior Partner of St. James’s Place Wealth Management
Financial advice you can trust
We aim to provide clients with ongoing bespoke advice to meet their objectives.
We are committed to developing personal, long term relationships based upon intergrity and trust.
We provide an experienced wealth management service and offer specialist advice in a wide range of areas including:
- Investment planning
- Retirement planning
- Inheritance Tax planning
For further information
The Partner 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 at www.sjp.co.uk/products. The title ‘Partner’ is the marketing term used to describe St. James’s Place representatives.