Partner Practice of St. James's Place Wealth Management
I have been a Corporate Financial Adviser for nearly 25 years. Whilst providing a broad base of advice, I primarily work with Directors, Partnerships and Sole Traders.
As a result, my advice mainly covers the protection needs of my clients businesses (including Ownership Protection and Key Person Protection), Retirement Planning and Investment Planning.
I have always taken the approach of looking to establish long term relationships with my clients. I pride myself on being a trusted adviser to each of my clients, looking to help them address their financial needs over many years.
Outside of work I have been a Cub Scout Leader for several years and have an active family life with two young children.
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.