As a Chartered Financial Planner, Member of the Society of Later Life Advisors (SOLLA) and an Affiliate of the Society of Trust and Estate Practitioners (STEP) I have made it my goal to provide the best possible advice and guidance to my clients.
Some of my recent cases have included issues of:
*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 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.