I have over 30 years experience as a financial Adviser, predominantly workplace and individual pensions communication, and individual investment asset advice.
My success stems from being highly professional and well regarded, and building loyal relationships as a result of having a true passion to do what is best for my clients.
A recent ABI report outlines that only 20% of 50-64 year olds sought advice when accessing their pension funds¹.
With constantly changing taxation and pension rules, stock market volatility, low deposit rates and high levels of debt, the need for targeted and relevant advice is more important than ever before.
So - there has never been a greater need for advice, but this is not always easily accessible, or affordable.
Our distinctive approach means that we can integrate both the Private Client experience and the Workplace Financial Education required to reach out to all those requiring financial advice.
Sources
¹Time for action on the advice gap | ABI [abi.org.uk] 06/05/22
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 29/06/2023
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.