I have been fortunate over the years to have good financial advice myself but it still surprises me that so many people have not had the opportunity to plan their finances with a fully qualified Financial Adviser.
Being able to use my financial qualifications together with my desire to help, my business enables my clients to plan for a better financial future.
Having a financially secure future is something all of us are concerned about, however, most people don’t fully understand or comprehend the options available to them when it comes to Financial Planning. This means that they often make poor choices or no decision at all.
The reality is that if you don’t take the time to plan for the future, then nothing will change.
I am based in South Essex and work with both individuals and businesses.
Establishing relationships and being fully accessible to my clients is at the core of my business. My service is based on the desire to work with my clients to plan their finances properly to help achieve a better and more financially secure future.
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 14/03/2023
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.