Partner Practice of St. James's Place Wealth Management
I have worked in financial services since graduating from University and provide broad based advice, mainly to professionals, retired clients and directors helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment and inheritance tax planning.
As a consultant of Lansdown Place Wealth Management based in Clifton, Bristol, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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.