Senior Partner Practice of St. James's Place Wealth Management
I was delighted to accept a position at 4Life Wealth Management, a Senior Partner Practice of St. James’s Place Wealth Management. I was pleased to be awarded a place at the St. James’s Place Next Generation Academy, enhancing my broad and in-depth knowledge in the fields of:
I specialise in face to face wealth management advice to individuals, trustees and Businesses. I am committed to helping my clients manage their financial affairs in a way which reflects their personal circumstances. The first step is to undertake financial housekeeping, helping prevent my clients paying unnecessary amounts for insurance and/or mortgages. Once my clients have a solid foundation, the next step is to begin to plan their future.
Trusts are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
4Life Wealth Management Limited is registered in England and Wales, Number 07569385. Registered Office: 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ.