- Do you want to create wealth?
- Do you want to preserve and grow wealth?
- Do you want to protect your wealth and financial security?
If you have answered yes to any of the questions above then you have taken the first step towards planning for your financial future!
The next question you need to answer is “do you have enough knowledge and most importantly time to make the best financial decisions?”
If not then one solution is to seek the advice of a professional Wealth Adviser.
Well, there is no right answer for this – but I can give you some tips...
Like most people you probably would like to have someone you can trust, who has access to a range of market leading products and services, whose advice is guaranteed and who are supported by experienced specialists in all areas of wealth management.
My Wealth Management practice has been established as part of the St. James’s Place Partnership to offer all these things and more. My focus is on building long term, trusted relationships with clients. I have found that whilst they share similar concerns, clients all need individual solutions tailored to help achieve their goals. I am committed to providing the very best service in an open, friendly and knowledgeable manner.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.