I decided to become a Financial Planner having seen both the positive and negative effects of financial advice on family and friends. Good, trusted financial advice can change a family’s lives for generations and I feel that it is important that everyone has access to someone they know and trust to help them achieve this.
I also believe that it is necessary to review your plans on a regular basis. Over time your circumstances can change along with government policy, market conditions and a number of other factors which could affect your original arrangements. Therefore your relationship with me starts, rather than ends, at the point you decide to become a client. It gives me great satisfaction to meet with my clients regularly and see their progress towards achieving their objectives.
Quite simply my purpose is to make you and your family’s lives better now and in the future.
Charlotte took over our accounts some two years ago. In that time she has been extremely helpful in guiding our financial decisions and investments to achieve our aim of retirement and subsequent income. Charlotte takes time to explain her advice in a clear, concise and understandable manner. She ha...
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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.