Welcome to my practice; wealth management and financial planning specialists serving individuals, families and businesses.
My service is grounded in the highest professional standards. I recognise that each of my clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
I work closely with all of my clients and pride myself on building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that I am able to provide the advice that is needed, when it’s needed.
As a member of the St. James's Place Partnership, my focus is on you and on achieving or maintaining financial security for you and your loved ones. Whether you are looking to accumulate wealth in a tax efficient and diverse manner, or retirement and estate planning is of importance to you, I can ensure that you get the best advice. I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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We have always found Jamie to be a most helpful and honest financial adviser. His happy and interested manner leaves us feeling that he is trustworthy. He always imparts very sound financial advice that we do not hesitate to take. We would like to endorse any advice he gives and would recom...
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.