Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is important to regularly review your financial situation to take advantage of developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
I have been a trusted and successful adviser in the Financial Services Industry for nearly 20 years with Lloyds TSB and NatWest and have offered advice to many individuals from all walks of life and to a variety of businesses. I pride myself on building relationships based on my core values of experience, excellence of service and integrity to provide our clients with the wealth management needed to satisfy immediate and future needs.
My key aim is to continue providing a highly professional, competent and personal service for all aspects of financial planning and wealth management.
The Partner Practice 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 http://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.