About Us

My services includes advice on the distinct St. James's Place Wealth Management approach to investment management, risk managed portfolio construction, investment and estate planning, as well as the establishment of both onshore and offshore trusts* and trustee investment structures, retirement planning, income strategies and tax effective investment planning.   Client funds are held exclusively through custodian banks and as St. James's Place does not trade on its own account, there is no exposure to counter-party risk.   *Trusts are not regulated by the Financial Conduct Authority.   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.

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The Partner 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.