Senior Partner Practice of St. James's Place Wealth Management
I enjoyed a successful career with Skipton Building Society and Skipton Financial Services, spanning more than 20 years, working with private clients, helping them to achieve their financial goals and objectives.
I am now thrilled to be working at 4Life Wealth Management, a Senior Partner Practice of St. James's Place Wealth Management. The prestigious nature of a FTSE 100 company combined with the considerable expertise on hand within St. James’s Place Wealth Management plc. enables me to meet more of my clients’ needs and aspirations by offering a broader range of high quality wealth management products and services.
I take great pride in giving face to face advice in a jargon free way that enables my clients to make informed decisions. I believe that the success of good financial planning is founded in face to face advice and regular client meetings. This is borne out by the number of referrals I receive from my existing clients.
I am a firm advocate of on-going service charters with my clients to ensure the advice I have given remains effective and relevant and am proud of the Client Service Charter we offer at 4Life Wealth Management.
My aim is to focus on building long-term relationships with my clients by offering professional, clear and easy to understand advice, giving clients access to the exemplary wealth management products and services offered by St. James's Place Wealth Management.
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.