I provide trusted face to face financial advice to individuals and businesses. Clients I support have a variety of requirements, from the need to mitigate financial risk to a desire to establish realistic plans to support their life and commercial goals. We work together to establish the client's current position then build a plan to align to.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.