I have chosen to be a Partner of St. James’s Place Wealth Management, in order that all of my clients benefit from:
- The peace of mind of 'Guaranteed Advice'
- Access to the Distinctive Approach to Investment Management
- Dealing with a highly respected and award winning, wealth management company
As part of our wealth management service we will:
- Review your existing arrangements
- Focus on what is important to you
- Only make recommendations once we fully understand your circumstances and objectives
- Regularly review your plans to ensure they remain appropriate
I offer clients a bespoke and high level of personal service that is rarely seen in today’s financial marketplace. This explains why many of our clients come from personal recommendations.