Senior Partner Practice of St. James's Place Wealth Management
Since graduating in ’Finance’ at university, I have worked in the financial services sector, most recently as an Independent Financial Adviser. Upon receiving an invitation to join 4Life Wealth Management, a Senior Partner Practice of St. James’s Place Wealth Management, I was delighted to
accept the position of Wealth Management Consultant.
As an adviser within a Partner Practice of St. James’s Place Wealth Management, my focus is on building long-term relationships with clients by holding regular face to face meetings, tailoring my professional, high-quality advice according to clients’ needs and circumstances to achieve their short and long-term goals.
I take great pride in knowing my clients are able to make informed decisions thanks to the jargon free, personalised wealth management service I provide. Areas I offer tailored expert advice in are:
Personal & Business Protection
Inheritance Tax Planning
My aim is to provide holistic, easy to understand wealth management services together with building and maintaining long-term client relationships not only to meet your needs now, but also for future generations.
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.