Partner Practice of St. James's Place Wealth Management
I have worked in the financial services industry for some 30+ years in a variety of roles,7 of which being with the Lansdown Place Group. The last 20 years I have been providing financial advice to both corporate and personal clients at all levels of financial capability.
My emphasis is on providing the right solution to differing financial needs and maintaining a strong relationship for the longer term.
My advice covers all areas of private wealth management, including retirement planning, wealth protection and investment planning, along with corporate pension and group risk arrangements.
Out of work, I spend my time between scuba diving, cycling and keeping a classic car on the road!
The Partner Practice 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.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.