I am passionate about providing an ongoing professional service for all of my clients to help give them the peace of mind that their savings and investments are working as hard as possible.
Through St. James's Place Wealth Management, I am able to provide my clients with a distinctive approach to investment management using the products and services available to the St. James's Place Partners.
Of course, from time to time fine tuning may be required - it is vital that this is delivered in a timely manner to take advantage of market conditions. Regular reviews help to ensure that any potential issues can be swiftly ‘nipped in the bud’. I therefore work closely with all of my clients and keep them regularly updated.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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.