Senior Partner Practice of St. James's Place Wealth Management
Having enjoyed 21 highly successful years with Skipton Financial Services as a Financial Planning Manager I was delighted to accept an invitation to become part of the team at 4Life Wealth Management, a Senior Partner Practice within St. James’s Place.
Joining 4Life was an easy decision to make given its commitment to delivering high quality wealth management and exceptional customer service.
My reputation has been built on really getting to know my clients which allows me to tailor my advice specifically to their needs and objectives with the aim of helping them, and their family, to realise their financial aspirations.
This, combined with my commitment to delivering a quality experience both now and in the future, has allowed me to forge long lasting relationships with my clients and their families. I’m delighted to be able to build on this further by offering my clients access to the considerable professional expertise available from within St. James’s Place.
I offer and facilitate advice across a wide range of wealth management areas including, but not limited to, personal and business protection, retirement planning, investment planning, inheritance tax mitigation and estate planning and in doing so will often work closely with my clients existing practitioners (solicitor, accountant) and their family to work towards achieving the best possible outcome.
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.
4Life Wealth Management Limited is registered in England and Wales, Number 07569385. Registered Office: 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ.