In 1993 I was delighted to accept the invitation to join the elite group of financial advisors, St. James's Place Wealth Management, (Originally known as The J. Rothschild Partnership)
I enjoy a close working relationship with our asset management and pension specialists and can call upon the many other specialist departments within.
As Director of a Senior Partner Practice of St. James's Place Wealth Management, I have developed a Practice that has built a reputation for providing a conscientious and caring service, which includes offering intelligently planned tax solutions, income and retirement strategies, expert investment planning advice and employee benefit schemes. My Practice is by no means restricted to just these areas, as you will see from the following pages.
Every time Sammi and I catch up, I feel that she takes my investments really seriously; as if it was her own money and investment. Sammi is lovely and the service her and the team provide is tailored and personal. What really make it for me is the interest she takes in me and my family who I think t...
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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.