I pride myself with ensuring clients are at ease when discussing their finances. After working in the industry for over 20 years, I see my role as helping clients identify their financial priorities. It's really important to me that clients understand this a long term relationship affording us time to have a positive impact on their financial planning.
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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.