Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
As a Partner of St. James's Place Wealth Management, my sole focus is on you and on achieving or maintaining financial security for you and your loved ones. My advice benefits from the St James’s Place guarantee.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I have worked with Simon for the last five years on investments when living in the UK and now abroad. He has been a strong support to build my knowledge into investments and through the SJPP portfolios. Very knowledgeable and dedicated, I have found in him a true export that cares about his customer...
The Partner 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.