Welcome to my website where you will find more information about the wealth management advice and financial planning service that I provide for individuals, families and businesses.
The foundation of my business is building long term relationships with my clients, realising that everyone and their circumstances are unique and deserves a bespoke service which takes account of changing circumstances, legislation and economic conditions.
I work closely with my clients to build up an in-depth understanding of their affairs. This ensures I am able to provide the best solution for my clients to make their financial management easier for them. In addition I am always looking to improve and innovate the services I provide and welcome your feedback in this regard.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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The flagstone platform has made our cash management vastly easier. Previously we had a couple of savings accounts, rotating each year to find better rates but this was painful to manage and spread cash between a limited number of banks. With flagstone I can spread our cash across multiple banks in a...
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.