Who we are
I work closely with all my clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures I am able to provide the advice that is needed when it is needed.
You can feel confident that the advice you receive is up-to-date as we undertake continuous professional training and assessment, which ensures we remain fully conversant with current tax legislation, market trends and industry standards in all areas of the financial markets.
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.
