Senior Partner Practice of St. James's Place Wealth Management
Having worked in financial services for over 26 years I have developed a breadth of experience helping clients to achieve their financial objectives. I started my career working with private clients in wealth management and estate planning. I have spent the last 5 years specialising in working with business owners helping them plan for business succession and continuity planning. My advice and guidance ensures that business owners plan for all eventualities and protect against business risk. This also leads to specialising in retirement planning advice given the recent changes in this market. I pride myself in offering a personal yet thorough service to my clients ensuring that all factors are taken into account in providing the right outcome for them. Long term relationships are key to ensuring my clients are provided with a source of trusted advice as their financial needs change and evolve over the years.
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.