Having worked in financial services since 2010, I'm best suited to help a select group of Business Owners with their financial lifestyle planning. Business Owners come to me concerned with defining their financial and estate planning goals as they approach the sales process of their business. I also ensure that our business clients make the most of their employee benefits budget and help their employees understand, engage, and appreciate the benefits offered through our Workplace Financial Education Programme.
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.