As a Partner Practice of St. James’s Place Wealth Management, our focus is achieving and maintaining financial security for our clients.
We understand that planning for a secure future whether for yourself, your family or your business, is full of some of the most important and possibly most challenging decisions you will have to make. Sometimes, these important plans do not get the attention they may require and in many cases get “put off” all together. Working with a qualified, knowledgeable and experienced adviser is the key to building a long term successful financial plan. We insist on working face-to-face with all of our clients, which enables us to get to know them on a personal level and understand their current situation in detail. This ultimately enables us to offer them the assistance to plan and achieve their short and long term financial goals.
If there are changes in your circumstances; such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial. It is also useful to regularly review your financial situation to take advantage of any developments in legislation and tax law.
Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management solutions that you need to satisfy your current and future needs.
Working closely with all of our clients is important to us, which results in a relationship built on trust and a real in-depth understanding of their personal finances. This ensures that we are able to provide the specific advice that is required, when it is required. We appreciate that every individual client is unique, which is why we will tailor the services and recommendations that we make, specifically to each individual case.