Prior to joining St. James’s Place Wealth Management, my career led me to managing client’s cash and borrowings and implementing financial planning solutions to help them to achieve their personal goals.
The key element of my service has always been to take a proactive approach with clients, ensuring a strong client / adviser relationship.
I was invited to join St. James's Place in 2011 which I was delighted to accept. This offered me a platform to provide advice to my clients covering various areas backed by the St. James's Place guarantee.
The distinctive approach to investment management adopted by St. James's Place allows my clients access to global markets through a range of investment funds managed by some of the most talented and respected Fund Managers available. In my view an approach that should not be overlooked.
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.