Senior Partner Practice of St. James's Place Wealth Management
When I graduated from university with a Bachelor of Arts first class honours in Accountancy & Finance, I opted to join St. James’s Place through the prestigious Academy route. It is now my pleasure to join the DWB team as a Wealth Management Consultant.
I appreciate that knowing how best to organise your finances is not always easy and straightforward. Financial planning can seem daunting and can often leave clients feeling overwhelmed and confused. To overcome this, I place a strong focus on my clients' personal situations, working hard to develop and maintain a deep understanding of each of my client’s unique needs and objectives.
This allows me to provide a comprehensive and personalised approach to assisting my clients in achieving both their personal and financial aspirations.
The areas on which I can advise you include but are not limited to:
Maximising pension benefits pre and post retirement
IHT mitigation and Estate Planning and Creation
Protecting Family wealth
Bespoke Investment Planning
Planning for later life
Financial Planning is a very personal business. I will talk to you in simple terms and make the whole process easy and enjoyable. You can then relax, safe in the knowledge that you are saving time, planning effectively and securing your financial future.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
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.
DWB Wealth Consultancy LLP is a Limited Liability Partnership registered in England and Wales, Number OC383614. Registered Office: Chancellor Court, 21 The Calls, Leeds, LS2 7EH, England. View the Members of DWB Wealth Consultancy LLP.