Associate Partner of St. James’s Place Wealth Management
As a Partner of St. James’s Place, my mission is to advise people with their financial wellbeing by looking at the big picture and guiding them on the path to:
- protecting what they have and building for the future
- making the right financial decisions
- achieving their financial goals for before and after retirement
I believe anyone, including businesses, can benefit from a review even if for peace of mind they are on the right path and in a strong position.
First Step: Contact me to arrange a time to meet so I can gain an understanding of you and your situation and kickstart working together. Call 07515776871 or email firstname.lastname@example.org
Passions: My biggest passion outside of work life is playing and watching Rugby. I get inspired by books and being outside.
The Partner 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.