Senior Partner Practice of St. James's Place Wealth Management
After 23 highly successful years at Skipton Financial Services, where I performed the roles of Financial Planning Manager and Area Manager, I was delighted to accept the invitation to join 4Life Wealth Management. As a Senior Partner Practice of St. James’s Place Wealth Management, 4Life Wealth Management presented both me and my clients with an excellent opportunity not simply due to the prestigious nature of the company but it has enabled me to meet more of my clients’ needs by offering a wide range of wealth management products of undoubted quality.
I have extensive experience of the Financial Services industry and I am able to offer a personal bespoke service. I strongly believe that face to face advice is the most beneficial for clients and this is backed up by providing access to the excellent suite of St. James's Place products.
I treat all my clients as individuals and realise that no two clients are the same. By working closely with all relevant professional partners (i.e. accountants and solicitors) I can ensure that all my recommendations are tailored to meet the exact needs of the client. I firmly believe that adopting this holistic and cohesive approach has enabled me to build and maintain long lasting relationships with clients, who have in-turn become firm advocates of mine.
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.