I have been providing financial advice to individuals and small businesses since 1992. I pride myself on the way I build relationships with clients and hold regular review meetings with my clients to help them plan for their futures and make the most of the money that they earn. I help them with managing their investments via the St. James’s Place distinctive approach, keeping them informed of the latest news and any changes that might affect their personal situation, listening to their feedback and ensuring that all my client dealings remain sensitive to their needs now and in the future. My aim is to educate clients to understand the techniques of successful financial management and to understand their options in all financial decisions.
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 Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.