Senior Partner Practice of St. James's Place Wealth Management
I moved to Lansdown Place Wealth after 34 years with my previous employer in November 2012. The move was as a result of a fundamental change in the way that my former employer was intending to provide advice to my existing clients. I took the opportunity to team up with Graham Lewis who I had worked with some years ago and am delighted that Lansdown Place Wealth have continued to believe in face to face advice and ongoing service. I value being part of a relatively small team within the wider St. James's Place partnership which, I believe, gives me and my clients the best of both worlds.
My advice covers all aspects of wealth management, but in particular investment planning and long term care provision. I also am able to advise on retirement planning and wealth protection for the client and their family.
I fundamentally believe in building and maintaining a long term relationship with my clients and their families and aim to provide them with a source of trusted advice as their financial needs evolve over the years.
When not working I try to deny my birth certificate by playing football, tennis and golf on a weekly basis. Having lived in Frome for over 30 years, I greatly enjoy socialising with my family and friends both locally and wider afield.
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.