My Philosophy is based upon building and maintaining a long-term trusted relationship whilst providing bespoke individual tailored advice to all my clients. This explains why many of my clients come from personal recommendations.
Following over 30 years in financial services, I was invited to become an Partner Practice of St. James's Place Wealth Management where I can offer clients the high level of service and attention that is deserved, allowing them to achieve their individual financial goals.
It is imperative that plans are formulated and reviewed on a regular basis to help achieve aspirations; we schedule together how many times we should meet each year to help achieve your goals.
Yiota became our financial adviser, coincidentally, during quite a stressful time in our lives. I cannot thank her enough for her professionalism, support and advice in handling the investments of my late father's estate. She has a fresh, friendly, frank and honest style to her financial assistance,...
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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.