Senior Partner Practice of St. James's Place Wealth Management
Following 17 successful years building a financial services Practice I am now delighted to be working as a Wealth Management Consultant with 4Life Wealth Management. My philosophy is to deliver a bespoke service tailored to meet the specific needs of both business professionals and individual clients. My focus is, and always has been, to build long-term relationships with clients by providing high quality, professional advice and avoid the ‘jargon’. The ability to access the array of highly qualified specialists services of St. James’s Place Wealth Management strengthens that proposition.
I provide tailor made advice to help meet my clients’ individual goals and objectives with an aim to realise their hopes and aspirations. Financial planning can be complex and I frequently work together with my client's existing professional advisers to achieve the best solutions for my client.
I offer advice across the spectrum of wealth management including, but not restricted to, protection, investment planning, Later Life planning and trust and estate planning.
My emphasis is on building and maintaining long-term client relationships by providing a holistic and cohesive approach to financial advice to suit the changing and evolving needs of my clients.
Trusts are not regulated by the Financial Conduct Authority.
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.