Senior Partner Practice of St. James's Place Wealth Management
Having worked in the Bank and Building Society sector for the last 20 years, providing financial advice I was pleased to join Lansdown Place Wealth in November 2012.I provide advice to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including retirement planning, protection planning and investment planning. I also specialise in providing Later Life advice, including care fees planning. I am an Accredited Adviser with the Society of Later Life Advisers (SOLLA).
As a consultant of Lansdown Place Wealth Management 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.
Away from work I am a Youth Team Cricket Coach at Carsons & Mangotsfield Cricket Club which takes up a great deal of time but very rewarding.
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.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.