As a representative of St. James's Place Wealth Management, my services are enhanced and complemented by the provision of advice covering all areas of Financial Planning. I have undertaken to ensure my knowledge remains up to date and relevant, and alongside the St. James's Place guarantee, ensure clients receive the best possible advice and service.
No two individuals are alike and so understanding the importance of building relationships with clients and using my experience to assist with all Financial Planning requirements is key to my business strategy, and a focus for all client meetings.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing long lasting personal relationships with my clients, ensures that I am able to offer a rounded, principled service, focusing on communication, professionalism and integrity.
Outside of my business I enjoy keeping fit and am a keen charity fundraiser.
In the last 5 years my financial circumstances have changed as a result of a new career path and I recognised the need to think more carefully about my personal finances and my investment portfolio. I started simple and low risk and with Lyndsay's help I have a more commercial understanding of how I...
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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.