Who we are
Our Practice's overall aim is to help anyone wishing to secure their financial future. We help clients:
- Create a financial plan for the lifestyle they want by helping them figure out how much is enough.
- Identify, achieve and maintain their desired lifestyle.
- Maximise their savings and investments.
What do I offer?
- A no-obligation, initial consultation/meeting.
- Financial planning, based on a thorough review of your circumstances.
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 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.
