As an experienced financial planner I run a Practice which reflects my ethics and enables me to add true value to my clients. Every client benefit’s from a personal service grounded on the highest professional standards. Every recommendation is bespoke, allowing clients to enjoy the peace of mind that the advice they receive is relevant to their personal requirements and financial goals.
For more than 10 years I have been helping clients and their families accomplish their dreams. Through developing meaningful and enduring relationships, I am able to help clients consider their true aspirations and then create a financial roadmap to help them reach those goals. No two clients are the same and each financial plan is tailored to individual needs, underpinned by my desire to support my clients live happy and fulfilled lives.
In 2016 I married Vicky and our two children now keep us on our toes. Not forgetting our dog Molly we love exploring the outdoors, supporting local sports teams and holidays to Cornwall.
We have known James for over seven years and he has guided us through our decisions on when to retire and how to manage our resulting finances. He is one of those rare financial consultants who both know their subject and see their clients as real people rather than just investors. I am sure he woul...
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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.