I have worked in the private wealth sector for over 25 years and in 1992 became a Founder Member of the J. Rothschild Partnership which subsequently became St. James's Place Wealth Management, of which I am a Principal Partner.
My offices are in Hamilton Place, Mayfair, from which I provide advice on a range of wealth management solutions, in liaison with a group of St. James's Place Partners. This involves the distinct St. James's Place investment approach to portfolio management, through the provision of sophisticated analysis and risk management processes, tax effective onshore and offshore investment wrappers, as well as related trust and estate planning structures. We also provide advice on pension arrangements, employee benefit packages, most types of insurances and property finance.
I provide access to selected law and accountancy firms on a variety of subjects, which by way of example include the writing of tax effective Wills*, creating vehicles to enhance Business Property Relief and advice in connection with non-UK situs assets and non-domicile status.
My practice also works closely with those underwriting in insurance markets, in association with specialist advisers, such as members’ agents, law and accountancy firms, who are in a position to provide added value in these highly technical areas.
*Please be aware that Wills and trusts are not regulated by the Financial Conduct Authority. Any service provided in relation to Wills, is separate and distinct to those offered by St. James's Place.
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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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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.