As a Chartered Financial Planner and a Partner Practice of St. James's Place Wealth Management, I am delighted to operate as a self employed practitioner. This allows me to apportion time in line with my clients' needs rather than any prescribed timetable. My clients benefit from the best of both worlds:
- A truly personal service where every client is known to me.
- The outstanding investment management approach of St. James’s Place Wealth Management Group.
Debbie Hempkin, Kerry Jones & Karen Alexander are key to delivering the highest quality service.
I have no plans to change this model due to its great success. You should not hesitate to contact my office and expect the kind of service so many clients complain has been lost in many other organisations.
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.