I pride myself in providing an excellent service to all of my clients. I plan holistically for all my clients, incorporating their existing arrangements and addressing all financial goals and objectives, with the intention of improving their financial wellbeing.
My commitment is that my clients come first. We meet on a regular basis to review their ever-evolving financial goals which will include, retirement and investment planning, protecting their loved ones and inheritance tax planning.
The level of satisfaction may be judged by the fact that most of my new clients are as a result of existing client recommendations and events I conduct mainly requested by my clients.
I am committed to ensuring my industry and specialist knowledge remains relevant and current by placing strong emphasis on my personal development and this in turn will allow me to provide a rounded, professional and principled service.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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As a company director, I wanted to make sure that I had an appropriate pension in place. Kaye was able to help with this in a friendly, approachable and professional manner. So much so that I am now asking her to review all the personal protection policies I have in place. If you are looking for som...
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.