"I don't think anything can replace face to face advice, I hope that my website will complement this."
Three areas existing clients might wish to visit.
- Access valuations of your investments via this site. Simply register/login by clicking "Existing Clients" on the left.
- We don't simply monitor fund manager performance, we also interview them! Watch interviews with those selected to manage our funds by clicking "SJP TV" or "Fund Manager Interviews" on the bottom left corner of this page.
- Up to date information is at your fingertips by clicking "Market Update". Our latest fund performance reports and market bulletins appear along with post budget reports.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
If you are seeking advice.
As a Partner Practice of St. James’s Place Wealth Management, my focus is on you and on achieving or maintaining financial security for you and your loved ones.
"Most of my clients had never actually sat down and been able to ask questions about anything regarding their finances and receive a concise answer."
I offer only bespoke advice after building a detailed picture of what matters to my clients and why. Being a Partner Practice of St. James’s Place Wealth Management affords me the flexibility to spend my time meeting and assisting my clients no matter how demanding or complex their needs. I have found that the value of understanding my clients increases over time, this continuity is often lost as so many other organisations reshuffle advisors.
*Please feel free to call the office should you require any assistance registering or accessing your plans.