Our philosophy focuses on maintaining a long-term trusted relationship with our clients, showing distinct quality and transparency, which in turn gives our clients financial peace of mind. We offer a bespoke high level of service that is rarely seen in today's financial market place and this is why many of our clients have come from personal recommendations.
Philip, with over 20 years experience within the financial services sector, 11 years of which were spent as an Independent Financial Advisor before moving to Wealth Management. We chose to join St. James's Place because of their dedicated and experienced team which helped us to build a practice that can offer the best service to all of our clients.
With the guaranteed advice and our “Best of Breed” approach at St. James's Place Wealth Management, we are able to offer a complete service to clients in all aspects of financial planning and also use some carefully selected products and services from other providers that have been chosen to complement and enhance the St. James's Place approach.
The overall aim of our practice is to help clients secure their future, whether the priority is to:-
- Build and Preserve Capital
- Gain Financial Protection Against Risk
- Manage Cash and Borrowings
- Reduce Inheritance Tax Liability
- Retirement Planning
- Portfolio Management