Both I and my team, would very much welcome the opportunity to work with you in achieving your financial aims and to build a long and lasting working relationship with you.
I have worked in financial services for over 30 years and very much enjoy helping and guiding clients with their financial arrangements, from the simplest to the more complex. At the heart of my business is delivering excellent customer service and building long lasting relationships with my clients and their families. My expertise covers a broad spectrum of financial planning. My existing clients include people with young families, those who are approaching retirement and many that are already retired as well as professional business people. All of whom are looking to secure their financial future.
I fully appreciate and understand that everyone is unique, with their own financial plans, ideas and goals for the future, whether it is for themselves, their family or their business.
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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.