My expertise covers a broad range of financial planning and I appreciate that all types of financial matters are extremely personal and whether it is buying a new home, investing for the future or ensuring longer-term security for an elderly relative, these issues are the driver for a conversation with me. I take every one of my clients outcomes as personally as they do - offering a high level of client care and service.
I have been offering advice ‘that makes a difference’ (so my clients tell me) for almost two decades, firstly with Natwest, Business and Commercial Clients and later with HSBC Premier clients as an Independent Financial Adviser.
Everyone is different and therefore has differing financial planning needs. As such, I feel very strongly that holistic financial planning should always be carried out. This means that my advice will absolutely be tailored for your individual needs and objectives. It also means that even if no immediate action is taken in a specific area you will have a complete picture of all your financial needs.
As my business has grown I realise that much of that growth is as a result of introductions and referrals from my existing clients. Building relationships founded on trust matter most to me and I would hope that all my clients could come to rely on me in this way.
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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.