When meeting my clients for the first time, I believe that a personal face-to-face service is essential. During these initial meetings I will spend time with you to thoroughly understand your current situation, past decisions, your wishes for the future and your ultimate goals. I will focus on key areas such as understanding your views on risk and how you came to the decisions you have made or intend to make. Only when we have fully discussed all of these areas and agreed a mutual understanding of them will I consider what, if any, solutions are appropriate for you. All costs will be fully disclosed prior to any decision being made.
Having agreed the right strategy for you, I will review these to suit you both in terms of regularity and medium to fit with your lifestyle.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.