I provide individually tailored face-to-face financial advice to individuals and businesses from a variety of different professions
Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that almost all of our clients come to us as a result of personal recommendation by existing clients.
In addition to the experience and expertise provided by members of the St. James’s Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James’s Place Wealth Management products on offer. We strongly believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.
We offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.