Senior Partner Practice of St. James's Place Wealth Management
Having enjoyed a fulfilling and successful career in Investment Banking in the UK and Asia over the last 21 years, and having been a St. James’s Place client myself for over ten years, I am delighted to join 4Life Wealth Management, a Senior Partner Practice. Having received an excellent and professional service myself, I am confident I can offer the same, achieved through strong, client-focused relationships backed by the range of products and expertise provided by St. James's Place.
Face-to-face meetings over the long term are the cornerstone of my offering to you as a client; they allow me to fully understand your financial planning requirements, and deliver tailored advice and solutions for your retirement, investments, estate planning and protection. Together we will own your plan, and, with regular review and progress meetings, make any necessary adjustments as we work towards achieving your priorities and goals.
Financial planning does not have to stop with you; inter-generational planning with your family can help your wealth continue to grow and be passed on for generations to come. To achieve this I will work with your existing legal and professional advisers to provide the right solutions and structures for you and your successors.
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.
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.