I have a broad experience of financial planning with over 25 years experience within the financial services sector during which time I have worked for some of the UK’s leading financial organisations including Nationwide Building Society and Hargreaves Lansdown.
Given concerns that many organisations are now delivering purely a transactional service my commitment to financial services is:
“To provide holistic financial planning and wealth management advice with ongoing face to face service.”
My business objectives outline the provision of reliable and expert advice for individuals and families seeking to achieve five principal financial objectives; Build and preserve your capital, manage your cash and borrowings, protect yourself against financial risk, manage your Investments more effectively and reduce inheritance tax liability.
At the heart of the service offered is my belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such I regularly publish a range of newsletters exclusively for my clients, including a Bulletin that provides a weekly round-up of key events in global markets and economies, as well as the latest personal finance news and quarterly magazine, The Investor.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I moved to St. James's Place and Rhodes Brook Financial many years ago. I actively sought out Simon, after I was left unsupported by my previous Financial Planning Adviser. Throughout our time together, I have always known that I could get regular or immediate help and advice with my investments. Fi...
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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.